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 Q2	$854K	Buy	+41,086	New	+$851K	0.43%	64

Other funds holding ACYN

Wealth Enhancement Advisory Services

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Fischer Investment Strategies Westlake Village, California $210M AUM 28.93% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Buska Wealth Management Wausau, Wisconsin $277M AUM 19.88% 1-Year Est. Return

Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Optivise Advisory Services's ACYN Position: Q2 2026 in Review

Optivise Advisory Services opened a new position in FT Vest Laddered Autocallable Barrier & Income ETF (ACYN) in Q2 2026: 41,086 shares worth $854K. The stake represents 0.43% of the portfolio and ranks #64 among its holdings.

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

Optivise Advisory Services held 41,086 shares of FT Vest Laddered Autocallable Barrier & Income ETF worth $854K as of Q2 2026.
FT Vest Laddered Autocallable Barrier & Income ETF was a new Optivise Advisory Services position in Q2 2026.
FT Vest Laddered Autocallable Barrier & Income ETF made up 0.43% of Optivise Advisory Services's portfolio in Q2 2026, its #64 holding.
65 funds tracked by Wall St. Rank held FT Vest Laddered Autocallable Barrier & Income ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.