Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
How It Works 
News - Chart
- Upturn Summary
- Fund Details
Upturn AI Summary
Innovator Index Autocallable In(ACII)
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 ACII
10/14/2026: ACII (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Innovator Index Autocallable In (ACII) provides a structured exposure to market indices by utilizing FLEX options to create a specific risk-reward profile featuring capped upside and buffered downside. Its main strengths include defined risk management and an autocallable feature that can provide early gains. It is best used as a core-satellite holding to reduce overall portfolio volatility while maintaining some equity market participation. Risks include the potential for capped gains in strong markets and remaining exposure to losses exceeding the buffer. This ETF suits risk-averse investors who prioritize capital preservation and outcome predictability over market-beating performance.
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 | Weak fit | The capped upside limits the potential for significant capital appreciation compared to a pure equity index. |
| Momentum investor | Weak fit | The structured nature of the fund is designed for specific outcomes rather than chasing market momentum. |
| Value investor | Mixed fit | Value-oriented investors may appreciate the downside protection if the index is perceived to be overvalued. |
| Dividend/Income investor | Mixed fit | The autocall feature may result in a return of principal and potential gain, but the fund does not focus on recurring yield. |
| Low-risk investor | Strong fit | The buffer provides a controlled level of downside protection that aligns with risk-averse objectives. |
Investor Profile
Ideal Investor Profile
The ideal investor is looking for risk-managed equity exposure and is comfortable sacrificing potential outsized gains for defined loss protection.
Suitability
Best for long-term investors holding to the end of the outcome period rather than active traders.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium | The fund's option structure dampens volatility compared to the underlying index. |
| Market risk | Medium / high | Investors remain exposed to market declines beyond the buffer level. |
| Concentration | High | The strategy is tied to a single index's performance. |
| Tracking/expense | Medium | The expense ratio is higher than standard ETFs, impacting long-term net returns. |
| Liquidity | Medium | Lower trading volume may lead to higher transaction costs. |
| Business/sector quality | Medium | The credit quality of the option counterparties is a structural consideration. |
Risk Analysis
Volatility
Historical volatility is managed by the options overlay, keeping the fund within a specific risk band.
Market Risk
The fund faces market risk primarily when the index drops beyond the defined buffer limit.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Derivatives | FLEX Options linked to broad market index (Autocallable structure) | 95 | These options define the fund's capped upside and buffered downside return profile. |
| Cash/collateral | US Treasury Bills / Cash Equivalents | 5 | This provides the underlying collateral and liquidity to support the option strategy. |
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 5.46% | Avg. Invested days 105 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/14/2026 |
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
All company names, trademarks, logos, and brands are the property of their respective owners and are used for identification and informational purposes only. Use of these names, trademarks, and logos does not imply endorsement by their respective owners.