Triad Wealth Partners’s FT Vest Laddered Autocallable Barrier & Resilient Income ETF ACYS Stock Holding History

Triad Wealth Partners’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	$13.7M	Sell	665,816 -10,586	-2%	-$217K	0.76%	23
2026 Q2	$13.8M	Buy	+676,402	New	+$13.8M	0.81%	24

Other funds holding ACYS

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Stonebridge Financial Group San Rafael, California $815M AUM

Richard P. Slaughter Associates Austin, Texas $506M AUM 14.83% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Ameritas Advisory Services Lincoln, Nebraska $5.22B AUM 19.55% 1-Year Est. Return

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

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return

Wood Tarver Financial Group Boise, Idaho $468M AUM 17.98% 1-Year Est. Return

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

Triad Wealth Partners's ACYS Position: Q3 2026 in Review

Triad Wealth Partners reduced its FT Vest Laddered Autocallable Barrier & Resilient Income ETF (ACYS) stake by 1.6% in Q3 2026, selling an estimated $217K and leaving 665,816 shares worth $13.7M. The position accounts for 0.76% of the portfolio, ranked #23.

Triad Wealth Partners first reported a position in ACYS in Q2 2026 and has held it in 2 quarters since. The position peaked at $13.8M in Q2 2026. 115 funds tracked by Wall St. Rank hold ACYS as of Q3 2026.

Triad Wealth Partners held 665,816 shares of FT Vest Laddered Autocallable Barrier & Resilient Income ETF worth $13.7M as of Q3 2026.
Triad Wealth Partners sold 10,586 FT Vest Laddered Autocallable Barrier & Resilient Income ETF shares in Q3 2026, an estimated $217K.
FT Vest Laddered Autocallable Barrier & Resilient Income ETF made up 0.76% of Triad Wealth Partners's portfolio in Q3 2026, its #23 holding.
Triad Wealth Partners first reported a position in FT Vest Laddered Autocallable Barrier & Resilient Income ETF in Q2 2026 and has held it in 2 quarters since.
Triad Wealth Partners's FT Vest Laddered Autocallable Barrier & Resilient Income ETF position peaked at $13.8M in Q2 2026.
115 funds tracked by Wall St. Rank held FT Vest Laddered Autocallable Barrier & Resilient Income ETF as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.