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

Clarity 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
Q2 		– Sell
-247
Closed -$26.8K – 139
2026
Q1 		$26.8K Buy
+247
New +$27.8K 0.01% 185

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Clarity Asset Management's FWD Position: Q2 2026 in Review

Clarity Asset Management sold out of AB Disruptors ETF (FWD) in Q2 2026, closing a stake of 247 shares — an estimated $26.8K sold.

Clarity Asset Management first reported a position in FWD in Q1 2026 and held it in 1 quarter. The position peaked at $26.8K in Q1 2026. 119 funds tracked by Wall St. Rank hold FWD as of Q2 2026.

  • Clarity Asset Management reported no remaining AB Disruptors ETF position as of Q2 2026 after selling out during the quarter.
  • Clarity Asset Management sold 247 AB Disruptors ETF shares in Q2 2026, an estimated $26.8K.
  • Clarity Asset Management first reported a position in AB Disruptors ETF in Q1 2026 and held it in 1 quarter.
  • Clarity Asset Management's AB Disruptors ETF position peaked at $26.8K in Q1 2026.
  • 119 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.