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 Q2	$12.2M	Buy	82,091 +8,704	+12%	+$1.15M	1.54%	13
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 $302B AUM 26.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

KPP Advisory Services's FWD Position: Q2 2026 in Review

KPP Advisory Services increased its AB Disruptors ETF (FWD) stake by 12% in Q2 2026, buying an estimated $1.15M and bringing the position to 82,091 shares worth $12.2M. The position accounts for 1.54% of the portfolio, ranked #13.

KPP Advisory Services first reported a position in FWD in Q3 2025 and has held it in 4 quarters since. 119 funds tracked by Wall St. Rank hold FWD as of Q2 2026.

KPP Advisory Services held 82,091 shares of AB Disruptors ETF worth $12.2M as of Q2 2026.
KPP Advisory Services bought 8,704 AB Disruptors ETF shares in Q2 2026, an estimated $1.15M.
AB Disruptors ETF made up 1.54% of KPP Advisory Services's portfolio in Q2 2026, its #13 holding.
KPP Advisory Services first reported a position in AB Disruptors ETF in Q3 2025 and has held it in 4 quarters since.
119 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.