Vertex Planning Partners’s AB Disruptors ETF FWD Stock Holding History

Vertex Planning Partners’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	$272K	Buy	+1,834	New	+$243K	0.04%	134

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

Vertex Planning Partners's FWD Position: Q2 2026 in Review

Vertex Planning Partners opened a new position in AB Disruptors ETF (FWD) in Q2 2026: 1,834 shares worth $272K. The stake represents 0.04% of the portfolio and ranks #134 among its holdings.

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

Vertex Planning Partners held 1,834 shares of AB Disruptors ETF worth $272K as of Q2 2026.
AB Disruptors ETF was a new Vertex Planning Partners position in Q2 2026.
AB Disruptors ETF made up 0.04% of Vertex Planning Partners's portfolio in Q2 2026, its #134 holding.
119 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.