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 Q3	$1.73M	Buy	82,802 +61,528	+289%	+$1.27M	0.3%	46
2026 Q2	$442K	Buy	+21,274	New	+$441K	0.08%	87

Other funds holding ACYN

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

Iams Wealth Management Omaha, Nebraska $342M AUM 13.91% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

GoalVest Advisory's ACYN Position: Q3 2026 in Review

GoalVest Advisory increased its FT Vest Laddered Autocallable Barrier & Income ETF (ACYN) stake by 289% in Q3 2026, buying an estimated $1.27M and bringing the position to 82,802 shares worth $1.73M. The position accounts for 0.3% of the portfolio, ranked #46.

GoalVest Advisory first reported a position in ACYN in Q2 2026 and has held it in 2 quarters since. 86 funds tracked by Wall St. Rank hold ACYN as of Q3 2026.

GoalVest Advisory held 82,802 shares of FT Vest Laddered Autocallable Barrier & Income ETF worth $1.73M as of Q3 2026.
GoalVest Advisory bought 61,528 FT Vest Laddered Autocallable Barrier & Income ETF shares in Q3 2026, an estimated $1.27M.
FT Vest Laddered Autocallable Barrier & Income ETF made up 0.3% of GoalVest Advisory's portfolio in Q3 2026, its #46 holding.
GoalVest Advisory first reported a position in FT Vest Laddered Autocallable Barrier & Income ETF in Q2 2026 and has held it in 2 quarters since.
86 funds tracked by Wall St. Rank held FT Vest Laddered Autocallable Barrier & Income ETF as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.