Atria Wealth Solutions’s Abacus FCF Leaders ETF ABFL Stock Holding History

Atria Wealth Solutions’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
2024 Q2	–	Sell	-3,644	Closed	-$221K	–	2089
2024 Q1	$221K	Sell	3,644 -6,588	-64%	-$386K	﹤0.01%	1759
2023 Q4	$579K	Sell	10,232 -1,024	-9%	-$54.4K	0.01%	1137
2023 Q3	$576K	Sell	11,256 -408	-3%	-$21.5K	0.01%	1067
2023 Q2	$612K	Sell	11,664 -1,765	-13%	-$88K	0.01%	1062
2023 Q1	$657K	Sell	13,429 -1,646	-11%	-$78.7K	0.01%	987
2022 Q4	$701K	Sell	15,075 -438	-3%	-$20.7K	0.01%	924
2022 Q3	$672K	Sell	15,513 -1,014	-6%	-$48K	0.01%	881
2022 Q2	$748K	Sell	16,527 -1,018	-6%	-$49.1K	0.01%	818
2022 Q1	$914K	Buy	+17,545	New	+$900K	0.02%	777

Other funds holding ABFL

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

TritonPoint Wealth Chevy Chase, Maryland $1.01B AUM 25.82% 1-Year Est. Return

Signify Wealth Saint Louis, Missouri $88.6M AUM 32.1% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Atria Wealth Solutions's ABFL Position: Q2 2024 in Review

Atria Wealth Solutions sold out of Abacus FCF Leaders ETF (ABFL) in Q2 2024, closing a stake of 3,644 shares — an estimated $221K sold.

Atria Wealth Solutions first reported a position in ABFL in Q1 2022 and held it in 9 quarters. The position peaked at $914K in Q1 2022. 47 funds tracked by Wall St. Rank hold ABFL as of Q2 2024.

Atria Wealth Solutions reported no remaining Abacus FCF Leaders ETF position as of Q2 2024 after selling out during the quarter.
Atria Wealth Solutions sold 3,644 Abacus FCF Leaders ETF shares in Q2 2024, an estimated $221K.
Atria Wealth Solutions first reported a position in Abacus FCF Leaders ETF in Q1 2022 and held it in 9 quarters.
Atria Wealth Solutions's Abacus FCF Leaders ETF position peaked at $914K in Q1 2022.
47 funds tracked by Wall St. Rank held Abacus FCF Leaders ETF as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.