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Steward Partners Investment Advisory’s AB Disruptors ETF FWD Stock Holding History

Steward Partners Investment Advisory’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 		$539K Buy
4,963
+2,863
+136% +$322K ﹤0.01% 1485
2025
Q4 		$219K Buy
+2,100
New +$220K ﹤0.01% 1885

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

Steward Partners Investment Advisory's FWD Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its AB Disruptors ETF (FWD) stake by 136% in Q1 2026, buying an estimated $322K and bringing the position to 4,963 shares worth $539K. The position accounts for ﹤0.01% of the portfolio, ranked #1485.

Steward Partners Investment Advisory first reported a position in FWD in Q4 2025 and has held it in 2 quarters since. 79 funds tracked by Wall St. Rank hold FWD as of Q1 2026.

  • Steward Partners Investment Advisory held 4,963 shares of AB Disruptors ETF worth $539K as of Q1 2026.
  • Steward Partners Investment Advisory bought 2,863 AB Disruptors ETF shares in Q1 2026, an estimated $322K.
  • AB Disruptors ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1485 holding.
  • Steward Partners Investment Advisory first reported a position in AB Disruptors ETF in Q4 2025 and has held it in 2 quarters since.
  • 79 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.