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Key Financial Inc’s AB Disruptors ETF FWD Stock Holding History

Key Financial Inc’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 		$1.19K Hold
8
– – ﹤0.01% 1204
2026
Q1 		$868 Hold
8
– – ﹤0.01% 1262
2025
Q4 		$835 Hold
8
– – ﹤0.01% 1275
2025
Q3 		$820 Hold
8
– – ﹤0.01% 1291
2025
Q2 		$718 Buy
+8
New +$619 ﹤0.01% 1297

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IWC
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BFG
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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
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Key Financial Inc's FWD Position: Q2 2026 in Review

Key Financial Inc held its AB Disruptors ETF (FWD) position steady in Q2 2026 at 8 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

Key Financial Inc first reported a position in FWD in Q2 2025 and has held it in 5 quarters since. 119 funds tracked by Wall St. Rank hold FWD as of Q2 2026.

  • Key Financial Inc held 8 shares of AB Disruptors ETF worth $1.19K as of Q2 2026.
  • Key Financial Inc left its AB Disruptors ETF share count unchanged in Q2 2026.
  • AB Disruptors ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1204 holding.
  • Key Financial Inc first reported a position in AB Disruptors ETF in Q2 2025 and has held it in 5 quarters since.
  • 119 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.