Trademark Financial Management LLC Invests $479,000 in AB Disruptors ETF $FWD

Trademark Financial Management LLC bought a new position in AB Disruptors ETF (NYSEARCA:FWD) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund bought 4,589 shares of the company’s stock, valued at approximately $479,000.

Other institutional investors have also added to or reduced their stakes in the company. Bank of America Corp DE lifted its stake in AB Disruptors ETF by 6.9% during the second quarter. Bank of America Corp DE now owns 110,524 shares of the company’s stock worth $9,916,000 after purchasing an additional 7,163 shares during the last quarter. Geneos Wealth Management Inc. increased its position in shares of AB Disruptors ETF by 100.0% during the 2nd quarter. Geneos Wealth Management Inc. now owns 3,000 shares of the company’s stock valued at $269,000 after purchasing an additional 1,500 shares during the last quarter. Osaic Holdings Inc. raised its holdings in shares of AB Disruptors ETF by 16.2% during the 2nd quarter. Osaic Holdings Inc. now owns 12,797 shares of the company’s stock valued at $1,148,000 after buying an additional 1,786 shares in the last quarter. CWM LLC raised its holdings in shares of AB Disruptors ETF by 9.5% during the 3rd quarter. CWM LLC now owns 3,074 shares of the company’s stock valued at $311,000 after buying an additional 267 shares in the last quarter. Finally, Security National Bank bought a new stake in AB Disruptors ETF in the 3rd quarter worth approximately $42,000.

AB Disruptors ETF Price Performance

Shares of FWD opened at $122.99 on Wednesday. AB Disruptors ETF has a 1 year low of $66.29 and a 1 year high of $124.89. The stock has a 50 day simple moving average of $114.28 and a two-hundred day simple moving average of $109.65. The firm has a market cap of $2.24 billion, a P/E ratio of 41.03 and a beta of 1.52.

AB Disruptors ETF Company Profile

The AB Disruptors ETF (FWD) is an exchange-traded fund that mostly invests in stocks based on a particular theme. The fund is an actively managed portfolio of high growth stocks of companies considered to lead or benefit from societal innovations. Holdings may be of any capitalization, sector, industry, and geography. FWD was launched on Mar 22, 2023 and is managed by AllianceBernstein.