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
2026
Q2 		$3.4M Buy
+22,956
New +$3.05M 0.05% 336
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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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 $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
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

Global Retirement Partners's FWD Position: Q2 2026 in Review

Global Retirement Partners opened a new position in AB Disruptors ETF (FWD) in Q2 2026: 22,956 shares worth $3.4M. The stake represents 0.05% of the portfolio and ranks #336 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FWD as recently as Q4 2025.

Global Retirement Partners first reported a position in FWD in Q2 2025 and has held it in 4 quarters since. 119 funds tracked by Wall St. Rank hold FWD as of Q2 2026.

  • Global Retirement Partners held 22,956 shares of AB Disruptors ETF worth $3.4M as of Q2 2026.
  • AB Disruptors ETF was a new Global Retirement Partners position in Q2 2026.
  • AB Disruptors ETF made up 0.05% of Global Retirement Partners's portfolio in Q2 2026, its #336 holding.
  • Global Retirement Partners first reported a position in AB Disruptors ETF in Q2 2025 and has held it in 4 quarters since.
  • 119 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.