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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
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 $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Betterment LLC
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
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
QPW
Quantum Private Wealth Tampa, Florida $324M AUM 37.9% 1-Year Est. Return

Intrepid Financial Planning Group's FWD Position: Q1 2026 in Review

Intrepid Financial Planning Group increased its AB Disruptors ETF (FWD) stake by 8.3% in Q1 2026, buying an estimated $873K and bringing the position to 101,325 shares worth $11M. The position accounts for 4.44% of the portfolio, ranked #4.

Intrepid Financial Planning Group first reported a position in FWD in Q3 2025 and has held it in 3 quarters since. 79 funds tracked by Wall St. Rank hold FWD as of Q1 2026.

  • Intrepid Financial Planning Group held 101,325 shares of AB Disruptors ETF worth $11M as of Q1 2026.
  • Intrepid Financial Planning Group bought 7,752 AB Disruptors ETF shares in Q1 2026, an estimated $873K.
  • AB Disruptors ETF made up 4.44% of Intrepid Financial Planning Group's portfolio in Q1 2026, its #4 holding.
  • Intrepid Financial Planning Group first reported a position in AB Disruptors ETF in Q3 2025 and has held it in 3 quarters since.
  • 79 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q1 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q1 2026, filed 13 May 2026.