Wavvest Wealth LLC’s AB Disruptors ETF FWD Stock Holding History

Wavvest Wealth LLC’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 Q3	$2.53M	Buy	+19,223	New	+$2.51M	2.04%	13

Other funds holding FWD

Quantum Private Wealth Tampa, Florida $391M AUM 50.76% 1-Year Est. Return

Colonial River Investments Midlothian, Virginia $387M AUM 30.41% 1-Year Est. Return

BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

USAdvisors Wealth Management Eden Prairie, Minnesota $351M AUM 13.01% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Worth Financial Advisory Group Charlotte, North Carolina $242M AUM 22.69% 1-Year Est. Return

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Wavvest Wealth LLC's FWD Position: Q3 2026 in Review

Wavvest Wealth LLC opened a new position in AB Disruptors ETF (FWD) in Q3 2026: 19,223 shares worth $2.53M. The stake represents 2.04% of the portfolio and ranks #13 among its holdings.

19 funds tracked by Wall St. Rank hold FWD as of Q3 2026.

Wavvest Wealth LLC held 19,223 shares of AB Disruptors ETF worth $2.53M as of Q3 2026.
AB Disruptors ETF was a new Wavvest Wealth LLC position in Q3 2026.
AB Disruptors ETF made up 2.04% of Wavvest Wealth LLC's portfolio in Q3 2026, its #13 holding.
19 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q3 2026.

Based on Wavvest Wealth LLC's 13F filing for Q3 2026, filed 21 Oct 2026.