Atria Investments’s Abacus Flexible Bond Leaders ETF ABXB Stock Holding History

Atria Investments’s Portfolio ABXB Stock Details ABXB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-12,283	Closed	-$265K	–	2016
2024 Q3	$265K	Sell	12,283 -67	-0.5%	-$1.43K	﹤0.01%	1677
2024 Q2	$257K	Buy	+12,350	New	+$258K	﹤0.01%	1681

Other funds holding ABXB

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atria Investments's ABXB Position: Q4 2024 in Review

Atria Investments sold out of Abacus Flexible Bond Leaders ETF (ABXB) in Q4 2024, closing a stake of 12,283 shares — an estimated $265K sold.

Atria Investments first reported a position in ABXB in Q2 2024 and held it in 2 quarters. The position peaked at $265K in Q3 2024. 10 funds tracked by Wall St. Rank hold ABXB as of Q4 2024.

Atria Investments reported no remaining Abacus Flexible Bond Leaders ETF position as of Q4 2024 after selling out during the quarter.
Atria Investments sold 12,283 Abacus Flexible Bond Leaders ETF shares in Q4 2024, an estimated $265K.
Atria Investments first reported a position in Abacus Flexible Bond Leaders ETF in Q2 2024 and held it in 2 quarters.
Atria Investments's Abacus Flexible Bond Leaders ETF position peaked at $265K in Q3 2024.
10 funds tracked by Wall St. Rank held Abacus Flexible Bond Leaders ETF as of Q4 2024.

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