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VestGen Advisors’s AB Disruptors ETF FWD Stock Holding History

VestGen 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 		$4.51M Buy
30,456
+1,377
+5% +$183K 0.13% 153
2026
Q1 		$3.9M Buy
+29,079
New +$3.27M 0.1% 169

Other funds holding FWD

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VestGen Advisors's FWD Position: Q2 2026 in Review

VestGen Advisors increased its AB Disruptors ETF (FWD) stake by 4.7% in Q2 2026, buying an estimated $183K and bringing the position to 30,456 shares worth $4.51M. The position accounts for 0.13% of the portfolio, ranked #153.

VestGen Advisors first reported a position in FWD in Q1 2026 and has held it in 2 quarters since. 119 funds tracked by Wall St. Rank hold FWD as of Q2 2026.

  • VestGen Advisors held 30,456 shares of AB Disruptors ETF worth $4.51M as of Q2 2026.
  • VestGen Advisors bought 1,377 AB Disruptors ETF shares in Q2 2026, an estimated $183K.
  • AB Disruptors ETF made up 0.13% of VestGen Advisors's portfolio in Q2 2026, its #153 holding.
  • VestGen Advisors first reported a position in AB Disruptors ETF in Q1 2026 and has held it in 2 quarters since.
  • 119 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.