WW
ACEI

Winnow Wealth’s Innovator Equity Autocallable Income Strategy ETF ACEI Stock Holding History

Winnow Wealth’s Portfolio ACEI Stock Details ACEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$414K Sell
17,877
-17,200
-49% -$414K 0.32% 86
2025
Q4 		$877K Buy
+35,077
New +$870K 0.65% 61

Other funds holding ACEI

TPW
Talon Private Wealth The Villages, Florida $753M AUM
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Winnow Wealth's ACEI Position: Q1 2026 in Review

Winnow Wealth reduced its Innovator Equity Autocallable Income Strategy ETF (ACEI) stake by 49% in Q1 2026, selling an estimated $414K and leaving 17,877 shares worth $414K. The position accounts for 0.32% of the portfolio, ranked #86.

Winnow Wealth first reported a position in ACEI in Q4 2025 and has held it in 2 quarters since. The position peaked at $877K in Q4 2025. 25 funds tracked by Wall St. Rank hold ACEI as of Q1 2026.

  • Winnow Wealth held 17,877 shares of Innovator Equity Autocallable Income Strategy ETF worth $414K as of Q1 2026.
  • Winnow Wealth sold 17,200 Innovator Equity Autocallable Income Strategy ETF shares in Q1 2026, an estimated $414K.
  • Innovator Equity Autocallable Income Strategy ETF made up 0.32% of Winnow Wealth's portfolio in Q1 2026, its #86 holding.
  • Winnow Wealth first reported a position in Innovator Equity Autocallable Income Strategy ETF in Q4 2025 and has held it in 2 quarters since.
  • Winnow Wealth's Innovator Equity Autocallable Income Strategy ETF position peaked at $877K in Q4 2025.
  • 25 funds tracked by Wall St. Rank held Innovator Equity Autocallable Income Strategy ETF as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.