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

Key Financial Inc's FWD Position: Q1 2026 in Review

Key Financial Inc held its AB Disruptors ETF (FWD) position steady in Q1 2026 at 8 shares worth $868. The position accounts for ﹤0.01% of the portfolio, ranked #1262.

Key Financial Inc first reported a position in FWD in Q2 2025 and has held it in 4 quarters since. 79 funds tracked by Wall St. Rank hold FWD as of Q1 2026.

  • Key Financial Inc held 8 shares of AB Disruptors ETF worth $868 as of Q1 2026.
  • Key Financial Inc left its AB Disruptors ETF share count unchanged in Q1 2026.
  • AB Disruptors ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #1262 holding.
  • Key Financial Inc first reported a position in AB Disruptors ETF in Q2 2025 and has held it in 4 quarters since.
  • 79 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.