CPL
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CAP Partners LLC’s AB Disruptors ETF FWD Stock Holding History

CAP Partners LLC’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 		$297K Buy
+2,255
New +$295K 0.14% 132

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BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
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
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

CAP Partners LLC's FWD Position: Q3 2026 in Review

CAP Partners LLC opened a new position in AB Disruptors ETF (FWD) in Q3 2026: 2,255 shares worth $297K. The stake represents 0.14% of the portfolio and ranks #132 among its holdings.

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

  • CAP Partners LLC held 2,255 shares of AB Disruptors ETF worth $297K as of Q3 2026.
  • AB Disruptors ETF was a new CAP Partners LLC position in Q3 2026.
  • AB Disruptors ETF made up 0.14% of CAP Partners LLC's portfolio in Q3 2026, its #132 holding.
  • 13 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q3 2026.

Based on CAP Partners LLC's 13F filing for Q3 2026, filed 19 Oct 2026.