Tulsa Wealth Advisors’s AB Disruptors ETF FWD Stock Holding History

Tulsa Wealth Advisors’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	$21.4M	Buy	+144,424	New	+$19.2M	3.01%	9

Other funds holding FWD

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PWM

PMG Wealth Management Hawthorn Woods, Illinois $162M AUM 18.57% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Tulsa Wealth Advisors's FWD Position: Q2 2026 in Review

Tulsa Wealth Advisors opened a new position in AB Disruptors ETF (FWD) in Q2 2026: 144,424 shares worth $21.4M. The stake represents 3.01% of the portfolio and ranks #9 among its holdings.

57 funds tracked by Wall St. Rank hold FWD as of Q2 2026.

Tulsa Wealth Advisors held 144,424 shares of AB Disruptors ETF worth $21.4M as of Q2 2026.
AB Disruptors ETF was a new Tulsa Wealth Advisors position in Q2 2026.
AB Disruptors ETF made up 3.01% of Tulsa Wealth Advisors's portfolio in Q2 2026, its #9 holding.
57 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q2 2026.

Based on Tulsa Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.