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Upturn AI Summary
Innovator Equity Autocallable I(ACEI)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for ACEI
10/02/2026: ACEI (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Innovator Equity Autocallable I (ACEI) provides investors with exposure to the S&P 500 Price Return Index using a structured autocallable strategy. By utilizing FLEX options, the fund offers a capped upside in exchange for a defined buffer against moderate market declines. It is best suited for conservative-to-moderate investors who wish to participate in equity market gains while limiting downside exposure. Investors should carefully monitor the fund's specific cap, buffer thresholds, and reset dates, as performance is highly dependent on these factors. The fund is an effective tool for risk-managed equity exposure, provided the investor understands that it will likely lag during strong market rallies.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The capped upside potential limits the ability to participate in strong bull market rallies. |
| Momentum investor | Weak fit | The structural design and autocall features are not intended to capture price momentum. |
| Value investor | Mixed fit | The protection features may appeal to value-oriented investors concerned about market drawdowns. |
| Dividend/Income investor | Weak fit | This fund focuses on capital appreciation/preservation via derivatives rather than yield generation. |
| Low-risk investor | Strong fit while signal remains positive | The partial downside protection is attractive for risk-averse investors seeking equity market exposure. |
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking S&P 500 exposure with a desire to mitigate downside risk and comfort with capped performance.
Suitability
Best suited for long-term investors looking to manage portfolio volatility within their equity allocation.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | The buffer protects against moderate volatility, but extreme moves can still impact the portfolio. |
| Market risk | Medium / high | The fund remains tied to the performance of the S&P 500 index. |
| Concentration | High | The fund is entirely focused on a single index and a specific options-based payoff structure. |
| Tracking/expense | Medium | The complexity of the strategy results in higher costs than passive index funds. |
| Liquidity | Medium | Secondary market liquidity for structured ETFs can be thinner than standard ETFs. |
| Business/sector quality | Low | The focus is on index-level outcomes rather than individual corporate business quality. |
Risk Analysis
Volatility
ACEI generally exhibits lower volatility than the S&P 500 due to the built-in buffer, though this comes at the cost of upside potential.
Market Risk
The primary risk is the loss of principal beyond the 10% buffer threshold if the S&P 500 declines sharply.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Derivatives | S&P 500 Price Return Index FLEX Options (Autocallable structure) | 95 | These options create the defined-outcome profile, providing the capped growth and partial downside protection. |
| Fixed-income type | U.S. Treasury Securities | 5 | High-quality short-term Treasuries act as collateral to support the fund's derivative positions. |
Price Behavior
Steady Uptrend
The stock demonstrates consistent and steady upward price momentum.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit -1.48% | Avg. Invested days 27 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/02/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 2, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $50.22M |
| Issuer | Innovator ETFs |
| Inception | Sep 24, 2025 |
Performance
| Period | Total Return |
|---|---|
| YTD | +6.10% |
| 1 Year | +7.40% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 9.24% |
| 3Y Volatility | 0% |
| 3Y Sharpe Ratio | 0 |
Top Sectors
| Sector | Weight |
|---|---|
| Basic Materials | 0.00% |
| Consumer Cyclicals | 0.00% |
| Financial Services | 0.00% |
| Real Estate | 0.00% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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