Colonial River Investments’s AB Disruptors ETF FWD Stock Holding History

Colonial River Investments’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	$7.55M	Buy	+50,978	New	+$6.76M	2.15%	7

Other funds holding FWD

Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

KPP Advisory Services Louisville, Kentucky $791M AUM 28.5% 1-Year Est. Return

BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return

StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

SFG Wealth Management Towson, Maryland $278M AUM 29.66% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Boyer Financial Services Newport Beach, California $118M AUM

Colonial River Investments's FWD Position: Q2 2026 in Review

Colonial River Investments opened a new position in AB Disruptors ETF (FWD) in Q2 2026: 50,978 shares worth $7.55M. The stake represents 2.15% of the portfolio and ranks #7 among its holdings.

23 funds tracked by Wall St. Rank hold FWD as of Q2 2026.

Colonial River Investments held 50,978 shares of AB Disruptors ETF worth $7.55M as of Q2 2026.
AB Disruptors ETF was a new Colonial River Investments position in Q2 2026.
AB Disruptors ETF made up 2.15% of Colonial River Investments's portfolio in Q2 2026, its #7 holding.
23 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q2 2026.

Based on Colonial River Investments's 13F filing for Q2 2026, filed 24 Jul 2026.