BFS
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Boyer Financial Services’s AB Disruptors ETF FWD Stock Holding History

Boyer Financial Services’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 		$717K Sell
5,211
-981
-16% -$130K 0.61% 28
2026
Q1 		$672K Buy
6,192
+1,213
+24% +$137K 0.71% 22
2025
Q4 		$532K Buy
+4,979
New +$522K 0.56% 30

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TWA
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EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KAS
KPP Advisory Services Louisville, Kentucky $791M AUM 28.5% 1-Year Est. Return
QPW
Quantum Private Wealth Tampa, Florida $390M AUM 58.18% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PWM
PMG Wealth Management Hawthorn Woods, Illinois $162M AUM 18.57% 1-Year Est. Return

Boyer Financial Services's FWD Position: Q2 2026 in Review

Boyer Financial Services reduced its AB Disruptors ETF (FWD) stake by 16% in Q2 2026, selling an estimated $130K and leaving 5,211 shares worth $717K. The position accounts for 0.61% of the portfolio, ranked #28.

Boyer Financial Services first reported a position in FWD in Q4 2025 and has held it in 3 quarters since. 57 funds tracked by Wall St. Rank hold FWD as of Q2 2026.

  • Boyer Financial Services held 5,211 shares of AB Disruptors ETF worth $717K as of Q2 2026.
  • Boyer Financial Services sold 981 AB Disruptors ETF shares in Q2 2026, an estimated $130K.
  • AB Disruptors ETF made up 0.61% of Boyer Financial Services's portfolio in Q2 2026, its #28 holding.
  • Boyer Financial Services first reported a position in AB Disruptors ETF in Q4 2025 and has held it in 3 quarters since.
  • 57 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q2 2026.

Based on Boyer Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.