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

Optivise Advisory Services’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
Q3 		$257K Buy
+12,489
New +$256K 0.13% 186

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Clear Creek Financial Management
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Farther Finance Advisors
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Valtinson Bruner Financial Planning
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Iams Wealth Management
Iams Wealth Management Omaha, Nebraska $342M AUM 13.91% 1-Year Est. Return

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

Optivise Advisory Services opened a new position in FT Vest Laddered Autocallable Barrier & Resilient Income ETF (ACYS) in Q3 2026: 12,489 shares worth $257K. The stake represents 0.13% of the portfolio and ranks #186 among its holdings.

84 funds tracked by Wall St. Rank hold ACYS as of Q3 2026.

  • Optivise Advisory Services held 12,489 shares of FT Vest Laddered Autocallable Barrier & Resilient Income ETF worth $257K as of Q3 2026.
  • FT Vest Laddered Autocallable Barrier & Resilient Income ETF was a new Optivise Advisory Services position in Q3 2026.
  • FT Vest Laddered Autocallable Barrier & Resilient Income ETF made up 0.13% of Optivise Advisory Services's portfolio in Q3 2026, its #186 holding.
  • 84 funds tracked by Wall St. Rank held FT Vest Laddered Autocallable Barrier & Resilient Income ETF as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.