BOS Asset Management
FWD icon

BOS Asset Management’s AB Disruptors ETF FWD Stock Holding History

BOS Asset 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 		$8.13M Buy
61,764
+4,965
+9% +$649K 1.9% 12
2026
Q2 		$8.41M Buy
56,799
+10,267
+22% +$1.36M 1.95% 11
2026
Q1 		$5.05M Buy
46,532
+1,385
+3% +$156K 1.29% 19
2025
Q4 		$4.71M Sell
45,147
-2,536
-5% -$266K 1.26% 21
2025
Q3 		$4.83M Sell
47,683
-1,278
-3% -$120K 1.36% 17
2025
Q2 		$4.39M Buy
48,961
+3,117
+7% +$241K 1.4% 17
2025
Q1 		$3.23M Buy
45,844
+700
+2% +$56.2K 1.11% 22
2024
Q4 		$3.57M Buy
45,144
+19,620
+77% +$1.6M 1.28% 21
2024
Q3 		$2M Buy
25,524
+21,087
+475% +$1.59M 0.74% 26
2024
Q2 		$343K Buy
+4,437
New +$325K 0.16% 99

Other funds holding FWD

Horizon Wealth Management
Horizon Wealth Management La Grange, Illinois $794M AUM 25.19% 1-Year Est. Return
Embree Financial Group
Embree Financial Group Chicago, Illinois $1.02B AUM 18.05% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
VestGen Advisors
VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return
Quantum Private Wealth
Quantum Private Wealth Tampa, Florida $391M AUM 50.76% 1-Year Est. Return
Colonial River Investments
Colonial River Investments Midlothian, Virginia $387M AUM 30.41% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
StoneCrest Wealth Management
StoneCrest Wealth Management Chandler, Arizona $311M AUM 40.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

BOS Asset Management's FWD Position: Q3 2026 in Review

BOS Asset Management increased its AB Disruptors ETF (FWD) stake by 8.7% in Q3 2026, buying an estimated $649K and bringing the position to 61,764 shares worth $8.13M. The position accounts for 1.9% of the portfolio, ranked #12.

BOS Asset Management first reported a position in FWD in Q2 2024 and has held it in 10 quarters since. The position peaked at $8.41M in Q2 2026. 51 funds tracked by Wall St. Rank hold FWD as of Q3 2026.

  • BOS Asset Management held 61,764 shares of AB Disruptors ETF worth $8.13M as of Q3 2026.
  • BOS Asset Management bought 4,965 AB Disruptors ETF shares in Q3 2026, an estimated $649K.
  • AB Disruptors ETF made up 1.9% of BOS Asset Management's portfolio in Q3 2026, its #12 holding.
  • BOS Asset Management first reported a position in AB Disruptors ETF in Q2 2024 and has held it in 10 quarters since.
  • BOS Asset Management's AB Disruptors ETF position peaked at $8.41M in Q2 2026.
  • 51 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q3 2026.

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