Blue Trust Inc
FWD icon

Blue Trust Inc’s AB Disruptors ETF FWD Stock Holding History

Blue Trust Inc’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 		$96.6K Buy
+734
New +$95.9K ﹤0.01% 1016

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BAM
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Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
WP
Walleye Partners Madison, Wisconsin $89M AUM 5.66% 1-Year Est. Return
CPL
CAP Partners LLC Franklin, Tennessee $218M AUM 16.38% 1-Year Est. Return

Blue Trust Inc's FWD Position: Q3 2026 in Review

Blue Trust Inc opened a new position in AB Disruptors ETF (FWD) in Q3 2026: 734 shares worth $96.6K. The stake represents ﹤0.01% of the portfolio and ranks #1016 among its holdings.

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

  • Blue Trust Inc held 734 shares of AB Disruptors ETF worth $96.6K as of Q3 2026.
  • AB Disruptors ETF was a new Blue Trust Inc position in Q3 2026.
  • AB Disruptors ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1016 holding.
  • 13 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.