Envestnet Asset Management
FWD icon

Envestnet Asset Management’s AB Disruptors ETF FWD Stock Holding History

Envestnet Asset 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 		$23.3M Buy
157,322
+110,093
+233% +$14.6M 0.01% 1337
2026
Q1 		$5.13M Buy
47,229
+17,881
+61% +$2.01M ﹤0.01% 2299
2025
Q4 		$3.06M Buy
29,348
+5,031
+21% +$527K ﹤0.01% 2521
2025
Q3 		$2.46M Buy
24,317
+20,153
+484% +$1.89M ﹤0.01% 2751
2025
Q2 		$374K Buy
+4,164
New +$322K ﹤0.01% 3906

Other funds holding FWD

BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
TWA
Tulsa Wealth Advisors Tulsa, Oklahoma $710M AUM
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KAS
KPP Advisory Services Louisville, Kentucky $791M AUM 28.5% 1-Year Est. Return
QPW
Quantum Private Wealth Tampa, Florida $390M AUM 58.18% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PWM
PMG Wealth Management Hawthorn Woods, Illinois $162M AUM 18.57% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Envestnet Asset Management's FWD Position: Q2 2026 in Review

Envestnet Asset Management increased its AB Disruptors ETF (FWD) stake by 233% in Q2 2026, buying an estimated $14.6M and bringing the position to 157,322 shares worth $23.3M. The position accounts for 0.01% of the portfolio, ranked #1337.

Envestnet Asset Management first reported a position in FWD in Q2 2025 and has held it in 5 quarters since. 56 funds tracked by Wall St. Rank hold FWD as of Q2 2026.

  • Envestnet Asset Management held 157,322 shares of AB Disruptors ETF worth $23.3M as of Q2 2026.
  • Envestnet Asset Management bought 110,093 AB Disruptors ETF shares in Q2 2026, an estimated $14.6M.
  • AB Disruptors ETF made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1337 holding.
  • Envestnet Asset Management first reported a position in AB Disruptors ETF in Q2 2025 and has held it in 5 quarters since.
  • 56 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.