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

PMG 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
Q1 		$6.56M Buy
+60,469
New +$6.81M 4.73% 9

Other funds holding FWD

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Betterment LLC
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
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

PMG Wealth Management's FWD Position: Q1 2026 in Review

PMG Wealth Management opened a new position in AB Disruptors ETF (FWD) in Q1 2026: 60,469 shares worth $6.56M. The stake represents 4.73% of the portfolio and ranks #9 among its holdings.

79 funds tracked by Wall St. Rank hold FWD as of Q1 2026.

  • PMG Wealth Management held 60,469 shares of AB Disruptors ETF worth $6.56M as of Q1 2026.
  • AB Disruptors ETF was a new PMG Wealth Management position in Q1 2026.
  • AB Disruptors ETF made up 4.73% of PMG Wealth Management's portfolio in Q1 2026, its #9 holding.
  • 79 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q1 2026.

Based on PMG Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.