SWGC
ACYN

Summit Wealth Group (Colorado)’s FT Vest Laddered Autocallable Barrier & Income ETF ACYN Stock Holding History

Summit Wealth Group (Colorado)’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 		$446K Buy
+21,465
New +$445K 0.04% 232

Other funds holding ACYN

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
MA
Macro Advisors York, Pennsylvania $314M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Summit Wealth Group (Colorado)'s ACYN Position: Q2 2026 in Review

Summit Wealth Group (Colorado) opened a new position in FT Vest Laddered Autocallable Barrier & Income ETF (ACYN) in Q2 2026: 21,465 shares worth $446K. The stake represents 0.04% of the portfolio and ranks #232 among its holdings.

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

  • Summit Wealth Group (Colorado) held 21,465 shares of FT Vest Laddered Autocallable Barrier & Income ETF worth $446K as of Q2 2026.
  • FT Vest Laddered Autocallable Barrier & Income ETF was a new Summit Wealth Group (Colorado) position in Q2 2026.
  • FT Vest Laddered Autocallable Barrier & Income ETF made up 0.04% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #232 holding.
  • 187 funds tracked by Wall St. Rank held FT Vest Laddered Autocallable Barrier & Income ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.