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Superior Planning, LLC’s FT Vest Laddered Autocallable Barrier & Resilient Income ETF ACYS Stock Holding History

Superior Planning, LLC’s Portfolio ACYS Stock Details ACYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$287K Buy
+13,927
New +$285K 0.12% 133

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Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Ameritas Advisory Services
Ameritas Advisory Services Lincoln, Nebraska $5.22B AUM 19.55% 1-Year Est. Return
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
Madrona Financial Services
Madrona Financial Services Everett, Washington $646M AUM 23.24% 1-Year Est. Return
Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
Clear Creek Financial Management
Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Superior Planning, LLC's ACYS Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in FT Vest Laddered Autocallable Barrier & Resilient Income ETF (ACYS) in Q3 2026: 13,927 shares worth $287K. The stake represents 0.12% of the portfolio and ranks #133 among its holdings.

101 funds tracked by Wall St. Rank hold ACYS as of Q3 2026.

  • Superior Planning, LLC held 13,927 shares of FT Vest Laddered Autocallable Barrier & Resilient Income ETF worth $287K as of Q3 2026.
  • FT Vest Laddered Autocallable Barrier & Resilient Income ETF was a new Superior Planning, LLC position in Q3 2026.
  • FT Vest Laddered Autocallable Barrier & Resilient Income ETF made up 0.12% of Superior Planning, LLC's portfolio in Q3 2026, its #133 holding.
  • 101 funds tracked by Wall St. Rank held FT Vest Laddered Autocallable Barrier & Resilient Income ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.