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
Q2 		$667K Buy
28,805
+10,928
+61% +$264K 0.45% 74
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

SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Winnow Wealth's ACEI Position: Q2 2026 in Review

Winnow Wealth increased its Innovator Equity Autocallable Income Strategy ETF (ACEI) stake by 61% in Q2 2026, buying an estimated $264K and bringing the position to 28,805 shares worth $667K. The position accounts for 0.45% of the portfolio, ranked #74.

Winnow Wealth first reported a position in ACEI in Q4 2025 and has held it in 3 quarters since. The position peaked at $877K in Q4 2025. 27 funds tracked by Wall St. Rank hold ACEI as of Q2 2026.

  • Winnow Wealth held 28,805 shares of Innovator Equity Autocallable Income Strategy ETF worth $667K as of Q2 2026.
  • Winnow Wealth bought 10,928 Innovator Equity Autocallable Income Strategy ETF shares in Q2 2026, an estimated $264K.
  • Innovator Equity Autocallable Income Strategy ETF made up 0.45% of Winnow Wealth's portfolio in Q2 2026, its #74 holding.
  • Winnow Wealth first reported a position in Innovator Equity Autocallable Income Strategy ETF in Q4 2025 and has held it in 3 quarters since.
  • Winnow Wealth's Innovator Equity Autocallable Income Strategy ETF position peaked at $877K in Q4 2025.
  • 27 funds tracked by Wall St. Rank held Innovator Equity Autocallable Income Strategy ETF as of Q2 2026.

Based on Winnow Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.