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Integrated Wealth Concepts’s AB Disruptors ETF FWD Stock Holding History

Integrated Wealth Concepts’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 		$70.2M Buy
473,735
+46,351
+11% +$6.15M 0.46% 39
2026
Q1 		$46.4M Buy
427,384
+74,462
+21% +$8.38M 0.37% 52
2025
Q4 		$36.8M Buy
352,922
+85,449
+32% +$8.95M 0.44% 44
2025
Q3 		$27.1M Buy
267,473
+141,553
+112% +$13.2M 0.24% 88
2025
Q2 		$11.3M Buy
125,920
+13,753
+12% +$1.06M 0.11% 169
2025
Q1 		$7.9M Buy
112,167
+26,584
+31% +$2.13M 0.09% 219
2024
Q4 		$6.78M Buy
85,583
+26,912
+46% +$2.19M 0.08% 237
2024
Q3 		$4.59M Buy
58,671
+35,110
+149% +$2.65M 0.06% 308
2024
Q2 		$1.82M Buy
+23,561
New +$1.72M 0.02% 539

Other funds holding FWD

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Integrated Wealth Concepts's FWD Position: Q2 2026 in Review

Integrated Wealth Concepts increased its AB Disruptors ETF (FWD) stake by 11% in Q2 2026, buying an estimated $6.15M and bringing the position to 473,735 shares worth $70.2M. The position accounts for 0.46% of the portfolio, ranked #39.

Integrated Wealth Concepts first reported a position in FWD in Q2 2024 and has held it in 9 quarters since. 119 funds tracked by Wall St. Rank hold FWD as of Q2 2026.

  • Integrated Wealth Concepts held 473,735 shares of AB Disruptors ETF worth $70.2M as of Q2 2026.
  • Integrated Wealth Concepts bought 46,351 AB Disruptors ETF shares in Q2 2026, an estimated $6.15M.
  • AB Disruptors ETF made up 0.46% of Integrated Wealth Concepts's portfolio in Q2 2026, its #39 holding.
  • Integrated Wealth Concepts first reported a position in AB Disruptors ETF in Q2 2024 and has held it in 9 quarters since.
  • 119 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.