IFG Advisory’s AB Disruptors ETF FWD Stock Holding History

IFG Advisory’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 Q1	–	Sell	-27,098	Closed	-$2.83M	–	532
2025 Q4	$2.83M	Buy	+27,098	New	+$2.84M	0.12%	202

Other funds holding FWD

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

WFAG

Worth Financial Advisory Group Charlotte, North Carolina $229M AUM 20.14% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

EFG

Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

IFPG

Intrepid Financial Planning Group Carmel, Indiana $248M AUM 19.02% 1-Year Est. Return

IFG Advisory's FWD Position: Q1 2026 in Review

IFG Advisory sold out of AB Disruptors ETF (FWD) in Q1 2026, closing a stake of 27,098 shares — an estimated $2.83M sold.

IFG Advisory first reported a position in FWD in Q4 2025 and held it in 1 quarter. The position peaked at $2.83M in Q4 2025. 79 funds tracked by Wall St. Rank hold FWD as of Q1 2026.

IFG Advisory reported no remaining AB Disruptors ETF position as of Q1 2026 after selling out during the quarter.
IFG Advisory sold 27,098 AB Disruptors ETF shares in Q1 2026, an estimated $2.83M.
IFG Advisory first reported a position in AB Disruptors ETF in Q4 2025 and held it in 1 quarter.
IFG Advisory's AB Disruptors ETF position peaked at $2.83M in Q4 2025.
79 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.