Carson Wealth (CWM LLC)
FWD icon

Carson Wealth (CWM LLC)’s AB Disruptors ETF FWD Stock Holding History

Carson Wealth (CWM 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
Q1 		$2.83M Sell
26,092
-299
-1% -$33.7K 0.01% 1052
2025
Q4 		$2.76M Buy
26,391
+23,317
+759% +$2.44M 0.01% 1021
2025
Q3 		$311K Buy
3,074
+267
+10% +$25K ﹤0.01% 2102
2025
Q2 		$252K Buy
2,807
+179
+7% +$13.9K ﹤0.01% 1984
2025
Q1 		$185K Buy
2,628
+2,037
+345% +$163K ﹤0.01% 1975
2024
Q4 		$47K Buy
+591
New +$48.1K ﹤0.01% 2846

Other funds holding FWD

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
WFAG
Worth Financial Advisory Group Charlotte, North Carolina $229M AUM 20.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
IFPG
Intrepid Financial Planning Group Carmel, Indiana $248M AUM 19.02% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FWD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its AB Disruptors ETF (FWD) stake by 1.1% in Q1 2026, selling an estimated $33.7K and leaving 26,092 shares worth $2.83M. The position accounts for 0.01% of the portfolio, ranked #1052.

Carson Wealth (CWM LLC) first reported a position in FWD in Q4 2024 and has held it in 6 quarters since. 79 funds tracked by Wall St. Rank hold FWD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 26,092 shares of AB Disruptors ETF worth $2.83M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 299 AB Disruptors ETF shares in Q1 2026, an estimated $33.7K.
  • AB Disruptors ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1052 holding.
  • Carson Wealth (CWM LLC) first reported a position in AB Disruptors ETF in Q4 2024 and has held it in 6 quarters since.
  • 79 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.