KWM
FWD icon

Kingsview Wealth Management’s AB Disruptors ETF FWD Stock Holding History

Kingsview Wealth Management’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 		$2.04M Sell
18,782
-11,498
-38% -$1.29M 0.03% 506
2025
Q4 		$3.16M Buy
30,280
+4,088
+16% +$428K 0.05% 377
2025
Q3 		$2.65M Buy
26,192
+21,037
+408% +$1.97M 0.04% 403
2025
Q2 		$463K Sell
5,155
-144
-3% -$11.1K 0.01% 796
2025
Q1 		$373K Buy
5,299
+1,716
+48% +$138K 0.01% 816
2024
Q4 		$284K Buy
+3,583
New +$292K 0.01% 922

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

Kingsview Wealth Management's FWD Position: Q1 2026 in Review

Kingsview Wealth Management reduced its AB Disruptors ETF (FWD) stake by 38% in Q1 2026, selling an estimated $1.29M and leaving 18,782 shares worth $2.04M. The position accounts for 0.03% of the portfolio, ranked #506.

Kingsview Wealth Management first reported a position in FWD in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.16M in Q4 2025. 79 funds tracked by Wall St. Rank hold FWD as of Q1 2026.

  • Kingsview Wealth Management held 18,782 shares of AB Disruptors ETF worth $2.04M as of Q1 2026.
  • Kingsview Wealth Management sold 11,498 AB Disruptors ETF shares in Q1 2026, an estimated $1.29M.
  • AB Disruptors ETF made up 0.03% of Kingsview Wealth Management's portfolio in Q1 2026, its #506 holding.
  • Kingsview Wealth Management first reported a position in AB Disruptors ETF in Q4 2024 and has held it in 6 quarters since.
  • Kingsview Wealth Management's AB Disruptors ETF position peaked at $3.16M in Q4 2025.
  • 79 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.