GRP
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Global Retirement Partners’s AB Disruptors ETF FWD Stock Holding History

Global Retirement Partners’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
2025
Q4 		$2.47M Buy
23,646
+23,604
+56,200% +$2.47M 0.04% 376
2025
Q3 		$4.25K Buy
42
+21
+100% +$1.97K ﹤0.01% 3042
2025
Q2 		$1.88K Buy
+21
New +$1.63K ﹤0.01% 3260

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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IFPG
Intrepid Financial Planning Group Carmel, Indiana $248M AUM 19.02% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
QPW
Quantum Private Wealth Tampa, Florida $324M AUM 37.9% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Global Retirement Partners's FWD Position: Q4 2025 in Review

Global Retirement Partners increased its AB Disruptors ETF (FWD) stake by 56,200% in Q4 2025, buying an estimated $2.47M and bringing the position to 23,646 shares worth $2.47M. The position accounts for 0.04% of the portfolio, ranked #376.

Global Retirement Partners first reported a position in FWD in Q2 2025 and has held it in 3 quarters since. 58 funds tracked by Wall St. Rank hold FWD as of Q4 2025.

  • Global Retirement Partners held 23,646 shares of AB Disruptors ETF worth $2.47M as of Q4 2025.
  • Global Retirement Partners bought 23,604 AB Disruptors ETF shares in Q4 2025, an estimated $2.47M.
  • AB Disruptors ETF made up 0.04% of Global Retirement Partners's portfolio in Q4 2025, its #376 holding.
  • Global Retirement Partners first reported a position in AB Disruptors ETF in Q2 2025 and has held it in 3 quarters since.
  • 58 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.