FWD — AB ACTIVE ETFS INC

Ownership history in KPP Advisory Services LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which KPP Advisory Services LLC 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
0.74% (2025 Q4)
Avg. % of fund
0.5%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 48,785 +31,566 +183.3% 0.74% $5.1M $104.41
2025 Q3 INITIATED 17,219 — — 0.26% $1.7M $101.08
% 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% Embree Financial Group 1.19% 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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