Avior Wealth Management
ACYN icon

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

Avior 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 		$2.48M Buy
119,121
+41,366
+53% +$856K 0.07% 222
2026
Q2 		$1.62M Buy
+77,755
New +$1.61M 0.04% 278

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

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

Avior Wealth Management increased its FT Vest Laddered Autocallable Barrier & Income ETF (ACYN) stake by 53% in Q3 2026, buying an estimated $856K and bringing the position to 119,121 shares worth $2.48M. The position accounts for 0.07% of the portfolio, ranked #222.

Avior 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.

  • Avior Wealth Management held 119,121 shares of FT Vest Laddered Autocallable Barrier & Income ETF worth $2.48M as of Q3 2026.
  • Avior Wealth Management bought 41,366 FT Vest Laddered Autocallable Barrier & Income ETF shares in Q3 2026, an estimated $856K.
  • FT Vest Laddered Autocallable Barrier & Income ETF made up 0.07% of Avior Wealth Management's portfolio in Q3 2026, its #222 holding.
  • Avior 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 Avior Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.