Holistic Planning’s FT Vest Autocallable Barrier & High Income ETF ACYQ Stock Holding History

Holistic Planning’s Portfolio ACYQ Stock Details ACYQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$9.05M	Buy	+426,337	New	+$8.78M	1.26%	16

Other funds holding ACYQ

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return

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

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

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return

Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return

MSH Capital Advisors Scottsdale, Arizona $645M AUM 20.08% 1-Year Est. Return

Legacy Capital Wealth Partners Little Rock, Arkansas $481M AUM 19.97% 1-Year Est. Return

Holistic Planning's ACYQ Position: Q3 2026 in Review

Holistic Planning opened a new position in FT Vest Autocallable Barrier & High Income ETF (ACYQ) in Q3 2026: 426,337 shares worth $9.05M. The stake represents 1.26% of the portfolio and ranks #16 among its holdings.

13 funds tracked by Wall St. Rank hold ACYQ as of Q3 2026.

Holistic Planning held 426,337 shares of FT Vest Autocallable Barrier & High Income ETF worth $9.05M as of Q3 2026.
FT Vest Autocallable Barrier & High Income ETF was a new Holistic Planning position in Q3 2026.
FT Vest Autocallable Barrier & High Income ETF made up 1.26% of Holistic Planning's portfolio in Q3 2026, its #16 holding.
13 funds tracked by Wall St. Rank held FT Vest Autocallable Barrier & High Income ETF as of Q3 2026.

Based on Holistic Planning's 13F filing for Q3 2026, filed 4 Nov 2026.