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

Mascagni 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
Q2 		$279K Hold
1,881
– – 0.17% 112
2026
Q1 		$204K Buy
+1,881
New +$212K 0.15% 127

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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

Mascagni Wealth Management's FWD Position: Q2 2026 in Review

Mascagni Wealth Management held its AB Disruptors ETF (FWD) position steady in Q2 2026 at 1,881 shares worth $279K. The position accounts for 0.17% of the portfolio, ranked #112.

Mascagni Wealth Management first reported a position in FWD in Q1 2026 and has held it in 2 quarters since. 119 funds tracked by Wall St. Rank hold FWD as of Q2 2026.

  • Mascagni Wealth Management held 1,881 shares of AB Disruptors ETF worth $279K as of Q2 2026.
  • Mascagni Wealth Management left its AB Disruptors ETF share count unchanged in Q2 2026.
  • AB Disruptors ETF made up 0.17% of Mascagni Wealth Management's portfolio in Q2 2026, its #112 holding.
  • Mascagni Wealth Management first reported a position in AB Disruptors ETF in Q1 2026 and has held it in 2 quarters since.
  • 119 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q2 2026.

Based on Mascagni Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.