AI
ABOT

Atria Investments’s Abacus FCF Innovation Leaders ETF ABOT Stock Holding History

Atria Investments’s Portfolio ABOT Stock Details ABOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,255
Closed -$345K – 2017
2024
Q3 		$345K Sell
10,255
-423
-4% -$13.5K ﹤0.01% 1539
2024
Q2 		$337K Buy
+10,678
New +$321K ﹤0.01% 1517

Other funds holding ABOT

TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Atria Investments's ABOT Position: Q4 2024 in Review

Atria Investments sold out of Abacus FCF Innovation Leaders ETF (ABOT) in Q4 2024, closing a stake of 10,255 shares — an estimated $345K sold.

Atria Investments first reported a position in ABOT in Q2 2024 and held it in 2 quarters. The position peaked at $345K in Q3 2024. 11 funds tracked by Wall St. Rank hold ABOT as of Q4 2024.

  • Atria Investments reported no remaining Abacus FCF Innovation Leaders ETF position as of Q4 2024 after selling out during the quarter.
  • Atria Investments sold 10,255 Abacus FCF Innovation Leaders ETF shares in Q4 2024, an estimated $345K.
  • Atria Investments first reported a position in Abacus FCF Innovation Leaders ETF in Q2 2024 and held it in 2 quarters.
  • Atria Investments's Abacus FCF Innovation Leaders ETF position peaked at $345K in Q3 2024.
  • 11 funds tracked by Wall St. Rank held Abacus FCF Innovation Leaders ETF as of Q4 2024.

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