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Trademark Financial Management’s AB Disruptors ETF FWD Stock Holding History

Trademark Financial 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 		$1.57M Buy
10,589
+1,903
+22% +$252K 0.64% 33
2026
Q1 		$943K Buy
8,686
+4,097
+89% +$461K 0.46% 37
2025
Q4 		$479K Buy
+4,589
New +$481K 0.26% 64

Other funds holding FWD

EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KAS
KPP Advisory Services Louisville, Kentucky $791M AUM 28.5% 1-Year Est. Return
QPW
Quantum Private Wealth Tampa, Florida $390M AUM 58.18% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
CRI
Colonial River Investments Midlothian, Virginia $352M AUM 47.96% 1-Year Est. Return
SWM
StoneCrest Wealth Management Chandler, Arizona $313M AUM 57.57% 1-Year Est. Return

Trademark Financial Management's FWD Position: Q2 2026 in Review

Trademark Financial Management increased its AB Disruptors ETF (FWD) stake by 22% in Q2 2026, buying an estimated $252K and bringing the position to 10,589 shares worth $1.57M. The position accounts for 0.64% of the portfolio, ranked #33.

Trademark Financial Management first reported a position in FWD in Q4 2025 and has held it in 3 quarters since. 40 funds tracked by Wall St. Rank hold FWD as of Q2 2026.

  • Trademark Financial Management held 10,589 shares of AB Disruptors ETF worth $1.57M as of Q2 2026.
  • Trademark Financial Management bought 1,903 AB Disruptors ETF shares in Q2 2026, an estimated $252K.
  • AB Disruptors ETF made up 0.64% of Trademark Financial Management's portfolio in Q2 2026, its #33 holding.
  • Trademark Financial Management first reported a position in AB Disruptors ETF in Q4 2025 and has held it in 3 quarters since.
  • 40 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q2 2026.

Based on Trademark Financial Management's 13F filing for Q2 2026, filed 27 Jul 2026.