HP
ACYS

Holistic Planning’s FT Vest Laddered Autocallable Barrier & Resilient Income ETF ACYS Stock Holding History

Holistic Planning’s Portfolio ACYS Stock Details ACYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$362K Buy
+17,612
New +$358K 0.06% 248

Other funds holding ACYS

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
SFG
Stonebridge Financial Group San Rafael, California $722M AUM
SW
Schulz Wealth Mansfield, Texas $194M AUM
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
WTFG
Wood Tarver Financial Group Boise, Idaho $424M AUM 24.33% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return

Holistic Planning's ACYS Position: Q2 2026 in Review

Holistic Planning opened a new position in FT Vest Laddered Autocallable Barrier & Resilient Income ETF (ACYS) in Q2 2026: 17,612 shares worth $362K. The stake represents 0.06% of the portfolio and ranks #248 among its holdings.

65 funds tracked by Wall St. Rank hold ACYS as of Q2 2026.

  • Holistic Planning held 17,612 shares of FT Vest Laddered Autocallable Barrier & Resilient Income ETF worth $362K as of Q2 2026.
  • FT Vest Laddered Autocallable Barrier & Resilient Income ETF was a new Holistic Planning position in Q2 2026.
  • FT Vest Laddered Autocallable Barrier & Resilient Income ETF made up 0.06% of Holistic Planning's portfolio in Q2 2026, its #248 holding.
  • 65 funds tracked by Wall St. Rank held FT Vest Laddered Autocallable Barrier & Resilient Income ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.