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Legacy Wealth Advisors’s AB Disruptors ETF FWD Stock Holding History

Legacy Wealth Advisors’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 		$443K Buy
+2,988
New +$396K 0.19% 68

Other funds holding FWD

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Legacy Wealth Advisors's FWD Position: Q2 2026 in Review

Legacy Wealth Advisors opened a new position in AB Disruptors ETF (FWD) in Q2 2026: 2,988 shares worth $443K. The stake represents 0.19% of the portfolio and ranks #68 among its holdings.

119 funds tracked by Wall St. Rank hold FWD as of Q2 2026.

  • Legacy Wealth Advisors held 2,988 shares of AB Disruptors ETF worth $443K as of Q2 2026.
  • AB Disruptors ETF was a new Legacy Wealth Advisors position in Q2 2026.
  • AB Disruptors ETF made up 0.19% of Legacy Wealth Advisors's portfolio in Q2 2026, its #68 holding.
  • 119 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q2 2026.

Based on Legacy Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.