AI
ABLD

Atria Investments’s Abacus FCF Real Assets Leaders ETF ABLD Stock Holding History

Atria Investments’s Portfolio ABLD Stock Details ABLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,092
Closed -$381K – 2015
2024
Q3 		$381K Sell
12,092
-78
-0.6% -$2.42K ﹤0.01% 1473
2024
Q2 		$367K Buy
+12,170
New +$371K ﹤0.01% 1470

Other funds holding ABLD

TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atria Investments's ABLD Position: Q4 2024 in Review

Atria Investments sold out of Abacus FCF Real Assets Leaders ETF (ABLD) in Q4 2024, closing a stake of 12,092 shares — an estimated $381K sold.

Atria Investments first reported a position in ABLD in Q2 2024 and held it in 2 quarters. The position peaked at $381K in Q3 2024. 11 funds tracked by Wall St. Rank hold ABLD as of Q4 2024.

  • Atria Investments reported no remaining Abacus FCF Real Assets Leaders ETF position as of Q4 2024 after selling out during the quarter.
  • Atria Investments sold 12,092 Abacus FCF Real Assets Leaders ETF shares in Q4 2024, an estimated $381K.
  • Atria Investments first reported a position in Abacus FCF Real Assets Leaders ETF in Q2 2024 and held it in 2 quarters.
  • Atria Investments's Abacus FCF Real Assets Leaders ETF position peaked at $381K in Q3 2024.
  • 11 funds tracked by Wall St. Rank held Abacus FCF Real Assets Leaders ETF as of Q4 2024.

Based on Atria Investments's 13F filing for Q4 2024, filed 6 Feb 2025.