HOWA
ACYN

Heritage Oak Wealth Advisors’s FT Vest Laddered Autocallable Barrier & Income ETF ACYN Stock Holding History

Heritage Oak Wealth Advisors’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 		$829K Buy
+39,852
New +$826K 0.24% 40

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
FIS
Fischer Investment Strategies Westlake Village, California $210M AUM 28.93% 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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Heritage Oak Wealth Advisors's ACYN Position: Q2 2026 in Review

Heritage Oak Wealth Advisors opened a new position in FT Vest Laddered Autocallable Barrier & Income ETF (ACYN) in Q2 2026: 39,852 shares worth $829K. The stake represents 0.24% of the portfolio and ranks #40 among its holdings.

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

  • Heritage Oak Wealth Advisors held 39,852 shares of FT Vest Laddered Autocallable Barrier & Income ETF worth $829K as of Q2 2026.
  • FT Vest Laddered Autocallable Barrier & Income ETF was a new Heritage Oak Wealth Advisors position in Q2 2026.
  • FT Vest Laddered Autocallable Barrier & Income ETF made up 0.24% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #40 holding.
  • 64 funds tracked by Wall St. Rank held FT Vest Laddered Autocallable Barrier & Income ETF as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.