USAdvisors Wealth Management’s AB Disruptors ETF FWD Stock Holding History

USAdvisors 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	$2.99M	Buy	20,190 +2,526	+14%	+$335K	0.86%	36
2026 Q1	$1.82M	Buy	17,664 +81	+0.5%	+$9.12K	0.61%	38
2025 Q4	$1.83M	Buy	17,583 +1,811	+11%	+$190K	0.6%	39
2025 Q3	$1.59M	Buy	15,772 +1,554	+11%	+$145K	0.55%	45
2025 Q2	$1.28M	Buy	14,218 +550	+4%	+$42.6K	0.47%	53
2025 Q1	$962K	Buy	13,668 +3,318	+32%	+$266K	0.34%	62
2024 Q4	$819K	Buy	+10,350	New	+$843K	0.27%	71

Other funds holding FWD

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

BFG

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

USAdvisors Wealth Management increased its AB Disruptors ETF (FWD) stake by 14% in Q2 2026, buying an estimated $335K and bringing the position to 20,190 shares worth $2.99M. The position accounts for 0.86% of the portfolio, ranked #36.

USAdvisors Wealth Management first reported a position in FWD in Q4 2024 and has held it in 7 quarters since. 119 funds tracked by Wall St. Rank hold FWD as of Q2 2026.

USAdvisors Wealth Management held 20,190 shares of AB Disruptors ETF worth $2.99M as of Q2 2026.
USAdvisors Wealth Management bought 2,526 AB Disruptors ETF shares in Q2 2026, an estimated $335K.
AB Disruptors ETF made up 0.86% of USAdvisors Wealth Management's portfolio in Q2 2026, its #36 holding.
USAdvisors Wealth Management first reported a position in AB Disruptors ETF in Q4 2024 and has held it in 7 quarters since.
119 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.