Accurate Wealth Management
ACYN icon

Accurate Wealth Management’s FT Vest Laddered Autocallable Barrier & Income ETF ACYN Stock Holding History

Accurate Wealth Management’s Portfolio ACYN Stock Details ACYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$813K Buy
39,098
+15,725
+67% +$325K 0.07% 266
2026
Q2 		$482K Buy
+23,373
New +$484K 0.05% 357

Other funds holding ACYN

HBW Advisory Services
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return
IWM
Iams Wealth Management Omaha, Nebraska $342M AUM 13.91% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Accurate Wealth Management's ACYN Position: Q3 2026 in Review

Accurate Wealth Management increased its FT Vest Laddered Autocallable Barrier & Income ETF (ACYN) stake by 67% in Q3 2026, buying an estimated $325K and bringing the position to 39,098 shares worth $813K. The position accounts for 0.07% of the portfolio, ranked #266.

Accurate Wealth Management first reported a position in ACYN in Q2 2026 and has held it in 2 quarters since. 60 funds tracked by Wall St. Rank hold ACYN as of Q3 2026.

  • Accurate Wealth Management held 39,098 shares of FT Vest Laddered Autocallable Barrier & Income ETF worth $813K as of Q3 2026.
  • Accurate Wealth Management bought 15,725 FT Vest Laddered Autocallable Barrier & Income ETF shares in Q3 2026, an estimated $325K.
  • FT Vest Laddered Autocallable Barrier & Income ETF made up 0.07% of Accurate Wealth Management's portfolio in Q3 2026, its #266 holding.
  • Accurate Wealth Management first reported a position in FT Vest Laddered Autocallable Barrier & Income ETF in Q2 2026 and has held it in 2 quarters since.
  • 60 funds tracked by Wall St. Rank held FT Vest Laddered Autocallable Barrier & Income ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.