KPP Advisory Services’s AB Disruptors ETF FWD Stock Holding History

KPP Advisory Services’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	$7.97M	Buy	73,387 +24,602	+50%	+$2.77M	1.16%	23
2025 Q4	$5.09M	Buy	48,785 +31,566	+183%	+$3.31M	0.74%	32
2025 Q3	$1.74M	Buy	+17,219	New	+$1.61M	0.26%	89

Other funds holding FWD

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 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

KPP Advisory Services's FWD Position: Q1 2026 in Review

KPP Advisory Services increased its AB Disruptors ETF (FWD) stake by 50% in Q1 2026, buying an estimated $2.77M and bringing the position to 73,387 shares worth $7.97M. The position accounts for 1.16% of the portfolio, ranked #23.

KPP Advisory Services 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.

KPP Advisory Services held 73,387 shares of AB Disruptors ETF worth $7.97M as of Q1 2026.
KPP Advisory Services bought 24,602 AB Disruptors ETF shares in Q1 2026, an estimated $2.77M.
AB Disruptors ETF made up 1.16% of KPP Advisory Services's portfolio in Q1 2026, its #23 holding.
KPP Advisory Services 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 KPP Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.