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Iams Wealth Management’s FT Vest Laddered Autocallable Barrier & Income ETF ACYN Stock Holding History

Iams Wealth Management’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 		$18.1M Buy
869,068
+520,467
+149% +$10.8M 5.3% 1
2026
Q2 		$7.25M Buy
+348,601
New +$7.22M 2.18% 5

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
BWM
Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Iams Wealth Management's ACYN Position: Q3 2026 in Review

Iams Wealth Management increased its FT Vest Laddered Autocallable Barrier & Income ETF (ACYN) stake by 149% in Q3 2026, buying an estimated $10.8M and bringing the position to 869,068 shares worth $18.1M. The position accounts for 5.3% of the portfolio, ranked #1.

Iams Wealth Management first reported a position in ACYN in Q2 2026 and has held it in 2 quarters since. 57 funds tracked by Wall St. Rank hold ACYN as of Q3 2026.

  • Iams Wealth Management held 869,068 shares of FT Vest Laddered Autocallable Barrier & Income ETF worth $18.1M as of Q3 2026.
  • Iams Wealth Management bought 520,467 FT Vest Laddered Autocallable Barrier & Income ETF shares in Q3 2026, an estimated $10.8M.
  • FT Vest Laddered Autocallable Barrier & Income ETF made up 5.3% of Iams Wealth Management's portfolio in Q3 2026, its #1 holding.
  • Iams Wealth Management first reported a position in FT Vest Laddered Autocallable Barrier & Income ETF in Q2 2026 and has held it in 2 quarters since.
  • 57 funds tracked by Wall St. Rank held FT Vest Laddered Autocallable Barrier & Income ETF as of Q3 2026.

Based on Iams Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.