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Pinnacle Wealth Planning Services’s AB Disruptors ETF FWD Stock Holding History

Pinnacle Wealth Planning 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 		$3.7K Hold
25
– – ﹤0.01% 2360
2026
Q1 		$2.71K Hold
25
– – ﹤0.01% 2393
2025
Q4 		$2.61K Buy
+25
New +$2.62K ﹤0.01% 2423

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

Pinnacle Wealth Planning Services's FWD Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its AB Disruptors ETF (FWD) position steady in Q2 2026 at 25 shares worth $3.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2360.

Pinnacle Wealth Planning Services first reported a position in FWD in Q4 2025 and has held it in 3 quarters since. 119 funds tracked by Wall St. Rank hold FWD as of Q2 2026.

  • Pinnacle Wealth Planning Services held 25 shares of AB Disruptors ETF worth $3.7K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its AB Disruptors ETF share count unchanged in Q2 2026.
  • AB Disruptors ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2360 holding.
  • Pinnacle Wealth Planning Services first reported a position in AB Disruptors ETF in Q4 2025 and has held it in 3 quarters since.
  • 119 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.