Concurrent Investment Advisors
FWD icon

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
Q3 		$6.82M Sell
51,854
-12,440
-19% -$1.62M 0.05% 394
2026
Q2 		$9.5M Buy
+64,294
New +$8.53M 0.08% 270

Other funds holding FWD

Embree Financial Group
Embree Financial Group Chicago, Illinois $1.02B AUM 18.05% 1-Year Est. Return
VestGen Advisors
VestGen Advisors Inverness, Illinois $3.25B AUM 30.95% 1-Year Est. Return
Quantum Private Wealth
Quantum Private Wealth Tampa, Florida $391M AUM 50.76% 1-Year Est. Return
Colonial River Investments
Colonial River Investments Midlothian, Virginia $387M AUM 30.41% 1-Year Est. Return
BOS Asset Management
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
USAdvisors Wealth Management
USAdvisors Wealth Management Eden Prairie, Minnesota $351M AUM 13.01% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return
WW
Wavvest Wealth Chicago, Illinois $124M AUM
SFG Wealth Management
SFG Wealth Management Towson, Maryland $281M AUM 19.71% 1-Year Est. Return

Concurrent Investment Advisors's FWD Position: Q3 2026 in Review

Concurrent Investment Advisors reduced its AB Disruptors ETF (FWD) stake by 19% in Q3 2026, selling an estimated $1.62M and leaving 51,854 shares worth $6.82M. The position accounts for 0.05% of the portfolio, ranked #394.

Concurrent Investment Advisors first reported a position in FWD in Q2 2026 and has held it in 2 quarters since. The position peaked at $9.5M in Q2 2026. 36 funds tracked by Wall St. Rank hold FWD as of Q3 2026.

  • Concurrent Investment Advisors held 51,854 shares of AB Disruptors ETF worth $6.82M as of Q3 2026.
  • Concurrent Investment Advisors sold 12,440 AB Disruptors ETF shares in Q3 2026, an estimated $1.62M.
  • AB Disruptors ETF made up 0.05% of Concurrent Investment Advisors's portfolio in Q3 2026, its #394 holding.
  • Concurrent Investment Advisors first reported a position in AB Disruptors ETF in Q2 2026 and has held it in 2 quarters since.
  • Concurrent Investment Advisors's AB Disruptors ETF position peaked at $9.5M in Q2 2026.
  • 36 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.