GA
ACYN

GoalVest Advisory’s FT Vest Laddered Autocallable Barrier & Income ETF ACYN Stock Holding History

GoalVest Advisory’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
Q2 		$442K Buy
+21,274
New +$441K 0.08% 87

Other funds holding ACYN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
BWM
Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return
IWM
Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
GRWP
Green Ridge Wealth Planning Montville, New Jersey $238M AUM

GoalVest Advisory's ACYN Position: Q2 2026 in Review

GoalVest Advisory opened a new position in FT Vest Laddered Autocallable Barrier & Income ETF (ACYN) in Q2 2026: 21,274 shares worth $442K. The stake represents 0.08% of the portfolio and ranks #87 among its holdings.

33 funds tracked by Wall St. Rank hold ACYN as of Q2 2026.

  • GoalVest Advisory held 21,274 shares of FT Vest Laddered Autocallable Barrier & Income ETF worth $442K as of Q2 2026.
  • FT Vest Laddered Autocallable Barrier & Income ETF was a new GoalVest Advisory position in Q2 2026.
  • FT Vest Laddered Autocallable Barrier & Income ETF made up 0.08% of GoalVest Advisory's portfolio in Q2 2026, its #87 holding.
  • 33 funds tracked by Wall St. Rank held FT Vest Laddered Autocallable Barrier & Income ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.