SWM
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StoneCrest Wealth Management’s AB Disruptors ETF FWD Stock Holding History

StoneCrest 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
Q2 		$7.22M Sell
48,751
-4,982
-9% -$661K 2.31% 16
2026
Q1 		$5.83M Buy
53,733
+1,529
+3% +$172K 2.47% 14
2025
Q4 		$5.45M Buy
52,204
+4,120
+9% +$432K 2.2% 17
2025
Q3 		$4.87M Buy
48,084
+1,262
+3% +$118K 2.13% 19
2025
Q2 		$4.2M Buy
+46,822
New +$3.63M 2% 21

Other funds holding FWD

EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BFS
Boyer Financial Services Newport Beach, California $118M AUM
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

StoneCrest Wealth Management's FWD Position: Q2 2026 in Review

StoneCrest Wealth Management reduced its AB Disruptors ETF (FWD) stake by 9.3% in Q2 2026, selling an estimated $661K and leaving 48,751 shares worth $7.22M. The position accounts for 2.31% of the portfolio, ranked #16.

StoneCrest Wealth Management first reported a position in FWD in Q2 2025 and has held it in 5 quarters since. 10 funds tracked by Wall St. Rank hold FWD as of Q2 2026.

  • StoneCrest Wealth Management held 48,751 shares of AB Disruptors ETF worth $7.22M as of Q2 2026.
  • StoneCrest Wealth Management sold 4,982 AB Disruptors ETF shares in Q2 2026, an estimated $661K.
  • AB Disruptors ETF made up 2.31% of StoneCrest Wealth Management's portfolio in Q2 2026, its #16 holding.
  • StoneCrest Wealth Management first reported a position in AB Disruptors ETF in Q2 2025 and has held it in 5 quarters since.
  • 10 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q2 2026.

Based on StoneCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.