Cornerstone Planning Group LLC Boosts Stock Holdings in AB Disruptors ETF $FWD

Cornerstone Planning Group LLC grew its position in AB Disruptors ETF (NYSEARCA:FWD) by 3,095.2% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 42,240 shares of the company’s stock after acquiring an additional 40,918 shares during the quarter. AB Disruptors ETF comprises 0.5% of Cornerstone Planning Group LLC’s holdings, making the stock its 29th largest position. Cornerstone Planning Group LLC owned 0.35% of AB Disruptors ETF worth $4,274,000 at the end of the most recent reporting period.

Several other large investors have also recently made changes to their positions in the company. Security National Bank purchased a new position in AB Disruptors ETF in the 3rd quarter valued at $42,000. Wagner Wealth Management LLC increased its holdings in shares of AB Disruptors ETF by 9.3% in the third quarter. Wagner Wealth Management LLC now owns 1,838 shares of the company’s stock valued at $186,000 after purchasing an additional 157 shares during the last quarter. CWM LLC lifted its position in AB Disruptors ETF by 6.8% during the second quarter. CWM LLC now owns 2,807 shares of the company’s stock worth $252,000 after buying an additional 179 shares in the last quarter. Geneos Wealth Management Inc. lifted its position in AB Disruptors ETF by 100.0% during the second quarter. Geneos Wealth Management Inc. now owns 3,000 shares of the company’s stock worth $269,000 after buying an additional 1,500 shares in the last quarter. Finally, Envestnet Asset Management Inc. purchased a new stake in AB Disruptors ETF in the 2nd quarter valued at $374,000.

AB Disruptors ETF Stock Up 0.3%

NYSEARCA FWD opened at $113.06 on Tuesday. The business’s fifty day simple moving average is $108.29 and its 200-day simple moving average is $102.15. The firm has a market cap of $1.45 billion, a PE ratio of 41.03 and a beta of 1.54. AB Disruptors ETF has a 52 week low of $59.03 and a 52 week high of $116.98.

About AB Disruptors ETF

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.