Symphony Financial Services’s AB Disruptors ETF FWD Stock Holding History

Symphony Financial Services’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 Q3	$235K	Buy	+1,783	New	+$233K	0.1%	97

Other funds holding FWD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Tulsa Wealth Advisors Tulsa, Oklahoma $766M AUM 17.55% 1-Year Est. Return

Horizon Wealth Management La Grange, Illinois $794M AUM 25.19% 1-Year Est. Return

HighPoint Advisor Group Downers Grove, Illinois $2.86B AUM 18.73% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Embree Financial Group Chicago, Illinois $1.02B AUM 18.05% 1-Year Est. Return

Intrepid Financial Planning Group Carmel, Indiana $336M AUM 26.1% 1-Year Est. Return

Symphony Financial Services's FWD Position: Q3 2026 in Review

Symphony Financial Services opened a new position in AB Disruptors ETF (FWD) in Q3 2026: 1,783 shares worth $235K. The stake represents 0.1% of the portfolio and ranks #97 among its holdings.

92 funds tracked by Wall St. Rank hold FWD as of Q3 2026.

Symphony Financial Services held 1,783 shares of AB Disruptors ETF worth $235K as of Q3 2026.
AB Disruptors ETF was a new Symphony Financial Services position in Q3 2026.
AB Disruptors ETF made up 0.1% of Symphony Financial Services's portfolio in Q3 2026, its #97 holding.
92 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q3 2026.

Based on Symphony Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.