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Intrepid Financial Planning Group’s AB Disruptors ETF FWD Stock Holding History

Intrepid Financial Planning Group’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 		$16.3M Buy
109,732
+8,407
+8% +$1.12M 5.52% 4
2026
Q1 		$11M Buy
101,325
+7,752
+8% +$873K 4.44% 4
2025
Q4 		$9.78M Buy
93,573
+21,504
+30% +$2.25M 3.72% 5
2025
Q3 		$7.29M Buy
+72,069
New +$6.74M 2.78% 8

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
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

Intrepid Financial Planning Group's FWD Position: Q2 2026 in Review

Intrepid Financial Planning Group increased its AB Disruptors ETF (FWD) stake by 8.3% in Q2 2026, buying an estimated $1.12M and bringing the position to 109,732 shares worth $16.3M. The position accounts for 5.52% of the portfolio, ranked #4.

Intrepid Financial Planning Group first reported a position in FWD in Q3 2025 and has held it in 4 quarters since. 119 funds tracked by Wall St. Rank hold FWD as of Q2 2026.

  • Intrepid Financial Planning Group held 109,732 shares of AB Disruptors ETF worth $16.3M as of Q2 2026.
  • Intrepid Financial Planning Group bought 8,407 AB Disruptors ETF shares in Q2 2026, an estimated $1.12M.
  • AB Disruptors ETF made up 5.52% of Intrepid Financial Planning Group's portfolio in Q2 2026, its #4 holding.
  • Intrepid Financial Planning Group first reported a position in AB Disruptors ETF in Q3 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 Intrepid Financial Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.