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Anderson Financial Strategies’s AB Disruptors ETF FWD Stock Holding History

Anderson Financial Strategies’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
Q1 		$2.8M Sell
21,460
-993
-4% -$112K 1.54% 18
2025
Q4 		$2.34M Buy
+22,453
New +$2.35M 1.36% 18

Other funds holding FWD

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
WFAG
Worth Financial Advisory Group Charlotte, North Carolina $229M AUM 20.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
IFPG
Intrepid Financial Planning Group Carmel, Indiana $248M AUM 19.02% 1-Year Est. Return

Anderson Financial Strategies's FWD Position: Q1 2026 in Review

Anderson Financial Strategies reduced its AB Disruptors ETF (FWD) stake by 4.4% in Q1 2026, selling an estimated $112K and leaving 21,460 shares worth $2.8M. The position accounts for 1.54% of the portfolio, ranked #18.

Anderson Financial Strategies first reported a position in FWD in Q4 2025 and has held it in 2 quarters since. 79 funds tracked by Wall St. Rank hold FWD as of Q1 2026.

  • Anderson Financial Strategies held 21,460 shares of AB Disruptors ETF worth $2.8M as of Q1 2026.
  • Anderson Financial Strategies sold 993 AB Disruptors ETF shares in Q1 2026, an estimated $112K.
  • AB Disruptors ETF made up 1.54% of Anderson Financial Strategies's portfolio in Q1 2026, its #18 holding.
  • Anderson Financial Strategies first reported a position in AB Disruptors ETF in Q4 2025 and has held it in 2 quarters since.
  • 79 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q1 2026.

Based on Anderson Financial Strategies's 13F filing for Q1 2026, filed 15 May 2026.