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Golden State Wealth Management’s AB Disruptors ETF FWD Stock Holding History

Golden State Wealth 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 		$232K Buy
1,566
+949
+154% +$126K 0.02% 399
2026
Q1 		$67K Buy
+617
New +$69.4K 0.01% 607

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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

Golden State Wealth Management's FWD Position: Q2 2026 in Review

Golden State Wealth Management increased its AB Disruptors ETF (FWD) stake by 154% in Q2 2026, buying an estimated $126K and bringing the position to 1,566 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #399.

Golden State Wealth Management first reported a position in FWD in Q1 2026 and has held it in 2 quarters since. 119 funds tracked by Wall St. Rank hold FWD as of Q2 2026.

  • Golden State Wealth Management held 1,566 shares of AB Disruptors ETF worth $232K as of Q2 2026.
  • Golden State Wealth Management bought 949 AB Disruptors ETF shares in Q2 2026, an estimated $126K.
  • AB Disruptors ETF made up 0.02% of Golden State Wealth Management's portfolio in Q2 2026, its #399 holding.
  • Golden State Wealth Management first reported a position in AB Disruptors ETF in Q1 2026 and has held it in 2 quarters since.
  • 119 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.