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

Schulz Wealth’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 		$7.79M Buy
373,389
+30,319
+9% +$627K 3.65% 8
2026
Q2 		$7.13M Buy
+343,070
New +$7.11M 3.68% 7

Other funds holding ACYN

Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
HBW Advisory Services
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return
Buska Wealth Management
Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
Holistic Planning
Holistic Planning Nacogdoches, Texas $718M AUM 13.66% 1-Year Est. Return

Schulz Wealth's ACYN Position: Q3 2026 in Review

Schulz Wealth increased its FT Vest Laddered Autocallable Barrier & Income ETF (ACYN) stake by 8.8% in Q3 2026, buying an estimated $627K and bringing the position to 373,389 shares worth $7.79M. The position accounts for 3.65% of the portfolio, ranked #8.

Schulz Wealth first reported a position in ACYN in Q2 2026 and has held it in 2 quarters since. 164 funds tracked by Wall St. Rank hold ACYN as of Q3 2026.

  • Schulz Wealth held 373,389 shares of FT Vest Laddered Autocallable Barrier & Income ETF worth $7.79M as of Q3 2026.
  • Schulz Wealth bought 30,319 FT Vest Laddered Autocallable Barrier & Income ETF shares in Q3 2026, an estimated $627K.
  • FT Vest Laddered Autocallable Barrier & Income ETF made up 3.65% of Schulz Wealth's portfolio in Q3 2026, its #8 holding.
  • Schulz Wealth first reported a position in FT Vest Laddered Autocallable Barrier & Income ETF in Q2 2026 and has held it in 2 quarters since.
  • 164 funds tracked by Wall St. Rank held FT Vest Laddered Autocallable Barrier & Income ETF as of Q3 2026.

Based on Schulz Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.