The New Monthly Income Engine Advisors Are Talking About: Autocallable ETFs (ACEI & ACII) – Innovator ETFs – 12.9.25

Overview:
Title: The New Monthly Income Engine Advisors Are Talking About: Autocallable ETFs (ACEI & ACII)
Date: Tuesday, December 9, 2025
Time: 2:00 PM Eastern Standard Time
Duration: 1 hour

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Summary:

Autocallables have quickly become one of the fastest-growing structured income tools—and Innovator is bringing them to advisors in a liquid, single-ticker ETF wrapper. ACEI and ACII seek high monthly income through a laddered portfolio of autocallable instruments tied to either broad U.S. equity indexes (ACII) or a large-cap equity basket (ACEI), with coupon payments.

Join us for a timely webinar on:

  • How autocallable ETFs generate monthly distributions and what advisors should expect
  • Key differences between ACII (index-linked) and ACEI (equity-linked) and where each may fit in client portfolios
  • Unpacking ACEI & ACII’s first distribution yield
  • Practical portfolio uses for equity-linked income
  • Q&A with experts from Citi Group & Innovator ETFs

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:
Sebastian Lutz, CFA Sebastian Lutz, CFA Director Citi Group

Sebastian spearheads the RIA and Asset Manager Solutions segment within Citi’s Solutions for Financial Intermediaries team in North America. He possesses extensive knowledge and experience in multi-asset products, client coverage, defining and implementing processes, fostering internal and external relationships, and developing innovative offerings for clients.

Prior to joining Citi, Sebastian spent 3 years at Marex and 16 years at Commerzbank and Société Générale, holding various roles in Frankfurt, Zurich, and New York.

Sebastian holds a Bachelor’s and a Master’s degree in Finance from the Frankfurt School of Finance & Management. He is a CFA Charterholder, a member of the CFA Society of New York, and holds the following FINRA licenses: Series 3, 4, 7, 24, 57, and 63.
Joe Becker Joe Becker Director of Product Management Innovator ETFs

Joe is the Director of Product Management for Innovator Capital Management. Prior to joining Innovator in June 2022, Joe worked at Milliman Financial Risk Management, overseeing investment product strategy and marketing and working closely with Innovator in a sub-advisory role. He has been quoted in leading financial publications including The Wall Street Journal and Financial Times. Joe the holds the FRM designation, a bachelor’s degree in international studies from Trinity Western University, and a master’s degree in economics from the University of Illinois at Chicago.
Grant Copple Grant Copple External Advisor Consultant Innovator ETFs

Grant is an External Advisor Consultant for Innovator ETFs, responsible for distribution efforts in the Great Lakes Region. He has been instrumental in the Buffer ETF landscape, helping pioneer the space over the past 8 years. Grant holds his B.S in Finance from Taylor University.
FOR FINANCIAL PROFESSIONAL USE ONLY.

ACII. The Fund is an actively managed ETF that seeks to provide investors with income distributions and the potential to limit downside investment exposure, as determined by the performance of reference assets linked to the U.S. equity markets.

ACEI. The Fund is an actively managed ETF that seeks to provide investors with income distributions and the potential to limit downside investment exposure, as determined by the performance of reference assets consisting of a basket of the largest stocks by market capitalization selected from a broad-based large capitalization U.S. equity index.

The investment results of an autocallable instrument depends on the performance of the reference asset(s), with the payouts being in the form of coupon payments rather than capital appreciation related to the reference asset.

Fund shareholders can lose money by investing in the Funds. There can be no assurance that each Fund’s investment objectives will be achieved.

The Funds face numerous principal risks, including autocallable strategy risk, autocallable returns risk, barrier risk, call risk, equity basket risk, equity securities risk, large capitalization companies risk, significant exposure risk, derivatives risk, FLEX options risk, box spread risk, counterparty risk, credit risk, OTC derivatives risk, swap agreements risk, distribution tax risk, U.S. government securities risk, money market fund risk, concentration risk, cybersecurity risk, management risk, market risk, non-diversification risk, authorized participant concentration risk, cash transactions risk, market maker risk, operational risk, premium/discount risk, trading issues risk, tax risk, and valuation risk. For a detailed list of Fund risks, see the prospectus.

The Fund’s investment objectives, risks, charges and expenses should be considered carefully before investing. The prospectus and summary prospectus contain this and other important information, and it may be obtained at innovatoretfs.com. Read it carefully before investing.

Investing involves risk. Loss of Principal is possible. Innovator ETFs are distributed by Foreside Fund Services, LLC.