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

Eldridge 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	$9.42M	Buy	+63,621	New	+$8.44M	1.87%	17

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

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

Eldridge Investment Advisors opened a new position in AB Disruptors ETF (FWD) in Q2 2026: 63,621 shares worth $9.42M. The stake represents 1.87% of the portfolio and ranks #17 among its holdings.

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

Eldridge Investment Advisors held 63,621 shares of AB Disruptors ETF worth $9.42M as of Q2 2026.
AB Disruptors ETF was a new Eldridge Investment Advisors position in Q2 2026.
AB Disruptors ETF made up 1.87% of Eldridge Investment Advisors's portfolio in Q2 2026, its #17 holding.
119 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q2 2026.

Based on Eldridge Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.