FWD — AB ACTIVE ETFS INC

Ownership history in Embree Financial Group  ·  5 quarters on record

This page tracks every 13F SEC filing in which Embree Financial Group reported a position in AB ACTIVE ETFS INC (FWD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.19% (2025 Q4)
Avg. % of fund
0.67%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 93,035 +28,738 +44.7% 1.19% $9.7M $104.41
2025 Q3 ADDED 64,297 +8,609 +15.5% 0.87% $6.5M $101.08
2025 Q2 ADDED 55,688 +18,286 +48.9% 0.75% $5.0M $89.62
2025 Q1 ADDED 37,402 +30,972 +481.7% 0.44% $2.6M $70.33
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FWD price (monthly, adj. close)

Other funds also holding FWD

As of 2025 Q4 — sorted by position size

Intrepid Financial Planning Group LLC 3Y 3.72% Quantum Private Wealth, LLC 3Y 2.47% StoneCrest Wealth Management, Inc. 2.2% Anderson Financial Strategies, LLC 1.36% BOS Asset Management, LLC 3Y 1.26% KPP Advisory Services LLC 0.74% USAdvisors Wealth Management, LLC 3Y 7Y 0.6% Integrated Wealth Concepts LLC 3Y 7Y 0.44% Worth Financial Advisory Group, LLC 3Y 0.33% ALLIANCEBERNSTEIN L.P. 3Y 7Y 0.27%
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