Wagner Wealth Management (South Carolina)’s AB Disruptors ETF FWD Stock Holding History

Wagner Wealth Management (South Carolina)’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	$475K	Buy	3,209 +1,840	+134%	+$244K	0.09%	97
2026 Q1	$149K	Buy	1,369 +286	+26%	+$32.2K	0.03%	142
2025 Q4	$113K	Sell	1,083 -755	-41%	-$79.1K	0.02%	152
2025 Q3	$186K	Buy	1,838 +157	+9%	+$14.7K	0.04%	128
2025 Q2	$151K	Buy	+1,681	New	+$130K	0.03%	129

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

Wagner Wealth Management (South Carolina)'s FWD Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) increased its AB Disruptors ETF (FWD) stake by 134% in Q2 2026, buying an estimated $244K and bringing the position to 3,209 shares worth $475K. The position accounts for 0.09% of the portfolio, ranked #97.

Wagner Wealth Management (South Carolina) first reported a position in FWD in Q2 2025 and has held it in 5 quarters since. 119 funds tracked by Wall St. Rank hold FWD as of Q2 2026.

Wagner Wealth Management (South Carolina) held 3,209 shares of AB Disruptors ETF worth $475K as of Q2 2026.
Wagner Wealth Management (South Carolina) bought 1,840 AB Disruptors ETF shares in Q2 2026, an estimated $244K.
AB Disruptors ETF made up 0.09% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #97 holding.
Wagner Wealth Management (South Carolina) first reported a position in AB Disruptors ETF in Q2 2025 and has held it in 5 quarters since.
119 funds tracked by Wall St. Rank held AB Disruptors ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.