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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

Other funds holding FWD

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BFS
Boyer Financial Services Newport Beach, California $118M AUM
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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. 11 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.
  • 11 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.