Proactive Wealth Strategies
FRWD icon

Proactive Wealth Strategies’s Nomura Transformational Technologies ETF FRWD Stock Holding History

Proactive Wealth Strategies’s Portfolio FRWD Stock Details FRWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$250K Buy
+7,610
New +$242K 0.04% 197

Other funds holding FRWD

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Auxano Advisors
Auxano Advisors Bellevue, Washington $560M AUM 20.3% 1-Year Est. Return

Proactive Wealth Strategies's FRWD Position: Q3 2026 in Review

Proactive Wealth Strategies opened a new position in Nomura Transformational Technologies ETF (FRWD) in Q3 2026: 7,610 shares worth $250K. The stake represents 0.04% of the portfolio and ranks #197 among its holdings.

5 funds tracked by Wall St. Rank hold FRWD as of Q3 2026.

  • Proactive Wealth Strategies held 7,610 shares of Nomura Transformational Technologies ETF worth $250K as of Q3 2026.
  • Nomura Transformational Technologies ETF was a new Proactive Wealth Strategies position in Q3 2026.
  • Nomura Transformational Technologies ETF made up 0.04% of Proactive Wealth Strategies's portfolio in Q3 2026, its #197 holding.
  • 5 funds tracked by Wall St. Rank held Nomura Transformational Technologies ETF as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.