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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
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
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
WFAG
Worth Financial Advisory Group Charlotte, North Carolina $229M AUM 20.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
IFPG
Intrepid Financial Planning Group Carmel, Indiana $248M AUM 19.02% 1-Year Est. Return

USAdvisors Wealth Management's FWD Position: Q1 2026 in Review

USAdvisors Wealth Management increased its AB Disruptors ETF (FWD) stake by 0.46% in Q1 2026, buying an estimated $9.12K and bringing the position to 17,664 shares worth $1.82M. The position accounts for 0.61% of the portfolio, ranked #38.

USAdvisors Wealth Management first reported a position in FWD in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.83M in Q4 2025. 79 funds tracked by Wall St. Rank hold FWD as of Q1 2026.

  • USAdvisors Wealth Management held 17,664 shares of AB Disruptors ETF worth $1.82M as of Q1 2026.
  • USAdvisors Wealth Management bought 81 AB Disruptors ETF shares in Q1 2026, an estimated $9.12K.
  • AB Disruptors ETF made up 0.61% of USAdvisors Wealth Management's portfolio in Q1 2026, its #38 holding.
  • USAdvisors Wealth Management first reported a position in AB Disruptors ETF in Q4 2024 and has held it in 6 quarters since.
  • USAdvisors Wealth Management's AB Disruptors ETF position peaked at $1.83M in Q4 2025.
  • 79 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q1 2026.

Based on USAdvisors Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.