AWM
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Abound Wealth Management’s AB Disruptors ETF FWD Stock Holding History

Abound Wealth Management’s Portfolio FWD Stock Details FWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$741 Buy
+5
New +$663 ﹤0.01% 875

Other funds holding FWD

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Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
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BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
SWM
StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Abound Wealth Management's FWD Position: Q2 2026 in Review

Abound Wealth Management opened a new position in AB Disruptors ETF (FWD) in Q2 2026: 5 shares worth $741. The stake represents ﹤0.01% of the portfolio and ranks #875 among its holdings.

9 funds tracked by Wall St. Rank hold FWD as of Q2 2026.

  • Abound Wealth Management held 5 shares of AB Disruptors ETF worth $741 as of Q2 2026.
  • AB Disruptors ETF was a new Abound Wealth Management position in Q2 2026.
  • AB Disruptors ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #875 holding.
  • 9 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.