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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$2.24M Sell
17,044
-296
-2% -$38.7K 0.8% 23
2026
Q2
$2.57M Buy
+17,340
New +$2.3M 0.92% 17

Other funds holding FWD

SFG Wealth Management's FWD Position: Q3 2026 in Review

SFG Wealth Management reduced its AB Disruptors ETF (FWD) stake by 1.7% in Q3 2026, selling an estimated $38.7K and leaving 17,044 shares worth $2.24M. The position accounts for 0.8% of the portfolio, ranked #23.

SFG Wealth Management first reported a position in FWD in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.57M in Q2 2026. 51 funds tracked by Wall St. Rank hold FWD as of Q3 2026.

  • SFG Wealth Management held 17,044 shares of AB Disruptors ETF worth $2.24M as of Q3 2026.
  • SFG Wealth Management sold 296 AB Disruptors ETF shares in Q3 2026, an estimated $38.7K.
  • AB Disruptors ETF made up 0.8% of SFG Wealth Management's portfolio in Q3 2026, its #23 holding.
  • SFG Wealth Management first reported a position in AB Disruptors ETF in Q2 2026 and has held it in 2 quarters since.
  • SFG Wealth Management's AB Disruptors ETF position peaked at $2.57M in Q2 2026.
  • 51 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q3 2026.

Based on SFG Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.