Avaii Wealth Management’s AB Disruptors ETF FWD Stock Holding History

Avaii 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 Q3	$406K	Buy	+3,017	New	+$394K	0.12%	110

Other funds holding FWD

QPW

Quantum Private Wealth Tampa, Florida $391M AUM 50.76% 1-Year Est. Return

CRI

Colonial River Investments Midlothian, Virginia $387M AUM 30.41% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WFAG

Worth Financial Advisory Group Charlotte, North Carolina $242M AUM 22.69% 1-Year Est. Return

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Walleye Partners Madison, Wisconsin $89M AUM 5.66% 1-Year Est. Return

Avaii Wealth Management's FWD Position: Q3 2026 in Review

Avaii Wealth Management opened a new position in AB Disruptors ETF (FWD) in Q3 2026: 3,017 shares worth $406K. The stake represents 0.12% of the portfolio and ranks #110 among its holdings.

15 funds tracked by Wall St. Rank hold FWD as of Q3 2026.

Avaii Wealth Management held 3,017 shares of AB Disruptors ETF worth $406K as of Q3 2026.
AB Disruptors ETF was a new Avaii Wealth Management position in Q3 2026.
AB Disruptors ETF made up 0.12% of Avaii Wealth Management's portfolio in Q3 2026, its #110 holding.
15 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.