AWA
ABFL

Acorn Wealth Advisors’s Abacus FCF Leaders ETF ABFL Stock Holding History

Acorn Wealth Advisors’s Portfolio ABFL Stock Details ABFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-3,035
Closed -$108K – 468
2018
Q2 		$108K Buy
3,035
+1,711
+129% +$60.9K 0.09% 172
2018
Q1 		$46K Buy
+1,324
New +$46.2K 0.04% 285

Other funds holding ABFL

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SPI
Santori & Peters Inc Canonsburg, Pennsylvania $355M AUM 27.18% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Acorn Wealth Advisors's ABFL Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Abacus FCF Leaders ETF (ABFL) in Q3 2018, closing a stake of 3,035 shares — an estimated $108K sold.

Acorn Wealth Advisors first reported a position in ABFL in Q1 2018 and held it in 2 quarters. The position peaked at $108K in Q2 2018. 26 funds tracked by Wall St. Rank hold ABFL as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Abacus FCF Leaders ETF position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 3,035 Abacus FCF Leaders ETF shares in Q3 2018, an estimated $108K.
  • Acorn Wealth Advisors first reported a position in Abacus FCF Leaders ETF in Q1 2018 and held it in 2 quarters.
  • Acorn Wealth Advisors's Abacus FCF Leaders ETF position peaked at $108K in Q2 2018.
  • 26 funds tracked by Wall St. Rank held Abacus FCF Leaders ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.