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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
Q2 		$174K Hold
1,324
– – 0.02% 183
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 $302B AUM 26.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cornerstone Planning Group's FWD Position: Q2 2026 in Review

Cornerstone Planning Group held its AB Disruptors ETF (FWD) position steady in Q2 2026 at 1,324 shares worth $174K. The position accounts for 0.02% of the portfolio, ranked #183.

Cornerstone Planning Group first reported a position in FWD in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.78M in Q3 2025. 119 funds tracked by Wall St. Rank hold FWD as of Q2 2026.

  • Cornerstone Planning Group held 1,324 shares of AB Disruptors ETF worth $174K as of Q2 2026.
  • Cornerstone Planning Group left its AB Disruptors ETF share count unchanged in Q2 2026.
  • AB Disruptors ETF made up 0.02% of Cornerstone Planning Group's portfolio in Q2 2026, its #183 holding.
  • Cornerstone Planning Group first reported a position in AB Disruptors ETF in Q1 2025 and has held it in 6 quarters since.
  • Cornerstone Planning Group's AB Disruptors ETF position peaked at $1.78M in Q3 2025.
  • 119 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.