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Green Ridge Wealth Planning’s FT Vest Laddered Autocallable Barrier & Income ETF ACYN Stock Holding History

Green Ridge Wealth Planning’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 		$5.09M Buy
244,087
+99,109
+68% +$2.05M 2.04% 16
2026
Q2 		$3.01M Buy
+144,978
New +$3M 1.27% 23

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
Buska Wealth Management
Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return
Iams Wealth Management
Iams Wealth Management Omaha, Nebraska $342M AUM 13.91% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Madrona Financial Services
Madrona Financial Services Everett, Washington $646M AUM 23.24% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Accel Wealth Management
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

Green Ridge Wealth Planning's ACYN Position: Q3 2026 in Review

Green Ridge Wealth Planning increased its FT Vest Laddered Autocallable Barrier & Income ETF (ACYN) stake by 68% in Q3 2026, buying an estimated $2.05M and bringing the position to 244,087 shares worth $5.09M. The position accounts for 2.04% of the portfolio, ranked #16.

Green Ridge Wealth Planning first reported a position in ACYN in Q2 2026 and has held it in 2 quarters since. 97 funds tracked by Wall St. Rank hold ACYN as of Q3 2026.

  • Green Ridge Wealth Planning held 244,087 shares of FT Vest Laddered Autocallable Barrier & Income ETF worth $5.09M as of Q3 2026.
  • Green Ridge Wealth Planning bought 99,109 FT Vest Laddered Autocallable Barrier & Income ETF shares in Q3 2026, an estimated $2.05M.
  • FT Vest Laddered Autocallable Barrier & Income ETF made up 2.04% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #16 holding.
  • Green Ridge Wealth Planning first reported a position in FT Vest Laddered Autocallable Barrier & Income ETF in Q2 2026 and has held it in 2 quarters since.
  • 97 funds tracked by Wall St. Rank held FT Vest Laddered Autocallable Barrier & Income ETF as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.