Cerity Partners
FWD icon

Cerity Partners’s AB Disruptors ETF FWD Stock Holding History

Cerity Partners’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
2025
Q2 		– Sell
-5,472
Closed -$385K – 2686
2025
Q1 		$385K Buy
+5,472
New +$439K ﹤0.01% 1901

Other funds holding FWD

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QPW
Quantum Private Wealth Tampa, Florida $390M AUM 58.18% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
SWM
StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cerity Partners's FWD Position: Q2 2025 in Review

Cerity Partners sold out of AB Disruptors ETF (FWD) in Q2 2025, closing a stake of 5,472 shares — an estimated $385K sold.

Cerity Partners first reported a position in FWD in Q1 2025 and held it in 1 quarter. The position peaked at $385K in Q1 2025. 39 funds tracked by Wall St. Rank hold FWD as of Q2 2025.

  • Cerity Partners reported no remaining AB Disruptors ETF position as of Q2 2025 after selling out during the quarter.
  • Cerity Partners sold 5,472 AB Disruptors ETF shares in Q2 2025, an estimated $385K.
  • Cerity Partners first reported a position in AB Disruptors ETF in Q1 2025 and held it in 1 quarter.
  • Cerity Partners's AB Disruptors ETF position peaked at $385K in Q1 2025.
  • 39 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q2 2025.

Based on Cerity Partners's 13F filing for Q2 2025, filed 13 Aug 2025.