Optivise Advisory Services’s FT Vest Laddered Autocallable Barrier & Income ETF ACYN Stock Holding History

Optivise Advisory Services’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	$2.61M	Buy	125,241 +84,155	+205%	+$1.74M	1.28%	15
2026 Q2	$854K	Buy	+41,086	New	+$851K	0.43%	64

Other funds holding ACYN

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

Iams Wealth Management Omaha, Nebraska $342M AUM 13.91% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Madrona Financial Services Everett, Washington $646M AUM 23.24% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

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

Optivise Advisory Services's ACYN Position: Q3 2026 in Review

Optivise Advisory Services increased its FT Vest Laddered Autocallable Barrier & Income ETF (ACYN) stake by 205% in Q3 2026, buying an estimated $1.74M and bringing the position to 125,241 shares worth $2.61M. The position accounts for 1.28% of the portfolio, ranked #15.

Optivise Advisory Services 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.

Optivise Advisory Services held 125,241 shares of FT Vest Laddered Autocallable Barrier & Income ETF worth $2.61M as of Q3 2026.
Optivise Advisory Services bought 84,155 FT Vest Laddered Autocallable Barrier & Income ETF shares in Q3 2026, an estimated $1.74M.
FT Vest Laddered Autocallable Barrier & Income ETF made up 1.28% of Optivise Advisory Services's portfolio in Q3 2026, its #15 holding.
Optivise Advisory Services 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 Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.