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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
Q2 		$2.43M Sell
18,685
-2,775
-13% -$368K 1.26% 19
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

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Anderson Financial Strategies's FWD Position: Q2 2026 in Review

Anderson Financial Strategies reduced its AB Disruptors ETF (FWD) stake by 13% in Q2 2026, selling an estimated $368K and leaving 18,685 shares worth $2.43M. The position accounts for 1.26% of the portfolio, ranked #19.

Anderson Financial Strategies first reported a position in FWD in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.8M in Q1 2026. 119 funds tracked by Wall St. Rank hold FWD as of Q2 2026.

  • Anderson Financial Strategies held 18,685 shares of AB Disruptors ETF worth $2.43M as of Q2 2026.
  • Anderson Financial Strategies sold 2,775 AB Disruptors ETF shares in Q2 2026, an estimated $368K.
  • AB Disruptors ETF made up 1.26% of Anderson Financial Strategies's portfolio in Q2 2026, its #19 holding.
  • Anderson Financial Strategies first reported a position in AB Disruptors ETF in Q4 2025 and has held it in 3 quarters since.
  • Anderson Financial Strategies's AB Disruptors ETF position peaked at $2.8M in Q1 2026.
  • 119 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q2 2026.

Based on Anderson Financial Strategies's 13F filing for Q2 2026, filed 20 Aug 2026.