Copia Wealth Management’s AB Disruptors ETF FWD Stock Holding History

Copia Wealth 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	$20.7K	Buy	+140	New	+$18.6K	0.01%	282

Other funds holding FWD

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Copia Wealth Management's FWD Position: Q2 2026 in Review

Copia Wealth Management opened a new position in AB Disruptors ETF (FWD) in Q2 2026: 140 shares worth $20.7K. The stake represents 0.01% of the portfolio and ranks #282 among its holdings.

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

Copia Wealth Management held 140 shares of AB Disruptors ETF worth $20.7K as of Q2 2026.
AB Disruptors ETF was a new Copia Wealth Management position in Q2 2026.
AB Disruptors ETF made up 0.01% of Copia Wealth Management's portfolio in Q2 2026, its #282 holding.
119 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.