Concurrent Investment Advisors’s AB Disruptors ETF FWD Stock Holding History

Concurrent Investment Advisors’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	$9.52M	Buy	+64,294	New	+$8.53M	0.08%	270

Other funds holding FWD

EFG

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

KAS

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

BAM

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

CRI

Colonial River Investments Midlothian, Virginia $352M AUM 47.96% 1-Year Est. Return

SWM

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

CWM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Concurrent Investment Advisors's FWD Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in AB Disruptors ETF (FWD) in Q2 2026: 64,294 shares worth $9.52M. The stake represents 0.08% of the portfolio and ranks #270 among its holdings.

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

Concurrent Investment Advisors held 64,294 shares of AB Disruptors ETF worth $9.52M as of Q2 2026.
AB Disruptors ETF was a new Concurrent Investment Advisors position in Q2 2026.
AB Disruptors ETF made up 0.08% of Concurrent Investment Advisors's portfolio in Q2 2026, its #270 holding.
36 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.