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Cornerstone Planning Group’s AB Disruptors ETF FWD Stock Holding History

Cornerstone Planning Group’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
Q1 		$173K Hold
1,324
– – 0.02% 177
2025
Q4 		$154K Sell
1,324
-40,916
-97% -$4.29M 0.02% 164
2025
Q3 		$1.78M Buy
42,240
+40,918
+3,095% +$3.83M 0.29% 46
2025
Q2 		$121K Hold
1,322
– – 0.02% 123
2025
Q1 		$91.5K Buy
+1,322
New +$106K 0.02% 153

Other funds holding FWD

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
WFAG
Worth Financial Advisory Group Charlotte, North Carolina $229M AUM 20.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
IFPG
Intrepid Financial Planning Group Carmel, Indiana $248M AUM 19.02% 1-Year Est. Return

Cornerstone Planning Group's FWD Position: Q1 2026 in Review

Cornerstone Planning Group held its AB Disruptors ETF (FWD) position steady in Q1 2026 at 1,324 shares worth $173K. The position accounts for 0.02% of the portfolio, ranked #177.

Cornerstone Planning Group first reported a position in FWD in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.78M in Q3 2025. 79 funds tracked by Wall St. Rank hold FWD as of Q1 2026.

  • Cornerstone Planning Group held 1,324 shares of AB Disruptors ETF worth $173K as of Q1 2026.
  • Cornerstone Planning Group left its AB Disruptors ETF share count unchanged in Q1 2026.
  • AB Disruptors ETF made up 0.02% of Cornerstone Planning Group's portfolio in Q1 2026, its #177 holding.
  • Cornerstone Planning Group first reported a position in AB Disruptors ETF in Q1 2025 and has held it in 5 quarters since.
  • Cornerstone Planning Group's AB Disruptors ETF position peaked at $1.78M in Q3 2025.
  • 79 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.