AWS
ABOT

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

Atria Wealth Solutions’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
-15,545
Closed -$522K – 2113
2024
Q3 		$522K Sell
15,545
-466
-3% -$14.9K 0.01% 1229
2024
Q2 		$505K Sell
16,011
-420
-3% -$12.6K 0.01% 1232
2024
Q1 		$501K Sell
16,431
-3,580
-18% -$105K 0.01% 1268
2023
Q4 		$558K Sell
20,011
-1,685
-8% -$43.6K 0.01% 1153
2023
Q3 		$539K Sell
21,696
-916
-4% -$23.4K 0.01% 1096
2023
Q2 		$572K Sell
22,612
-12,958
-36% -$307K 0.01% 1094
2023
Q1 		$835K Sell
35,570
-4,519
-11% -$103K 0.01% 866
2022
Q4 		$884K Sell
40,089
-11,530
-22% -$258K 0.01% 803
2022
Q3 		$1.13M Sell
51,619
-1,440
-3% -$33.5K 0.02% 680
2022
Q2 		$1.17M Sell
53,059
-2,996
-5% -$70.8K 0.02% 637
2022
Q1 		$1.5M Buy
+56,055
New +$1.47M 0.02% 574

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 Wealth Solutions's ABOT Position: Q4 2024 in Review

Atria Wealth Solutions sold out of Abacus FCF Innovation Leaders ETF (ABOT) in Q4 2024, closing a stake of 15,545 shares — an estimated $522K sold.

Atria Wealth Solutions first reported a position in ABOT in Q1 2022 and held it in 11 quarters. The position peaked at $1.5M in Q1 2022. 11 funds tracked by Wall St. Rank hold ABOT as of Q4 2024.

  • Atria Wealth Solutions reported no remaining Abacus FCF Innovation Leaders ETF position as of Q4 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 15,545 Abacus FCF Innovation Leaders ETF shares in Q4 2024, an estimated $522K.
  • Atria Wealth Solutions first reported a position in Abacus FCF Innovation Leaders ETF in Q1 2022 and held it in 11 quarters.
  • Atria Wealth Solutions's Abacus FCF Innovation Leaders ETF position peaked at $1.5M in Q1 2022.
  • 11 funds tracked by Wall St. Rank held Abacus FCF Innovation Leaders ETF as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.