AWS
ABXB

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

Atria Wealth Solutions’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
-97,774
Closed -$2.12M – 2112
2024
Q3 		$2.12M Buy
97,774
+1,022
+1% +$21.8K 0.02% 614
2024
Q2 		$2.01M Sell
96,752
-3,353
-3% -$70.1K 0.02% 627
2024
Q1 		$2.12M Sell
100,105
-5,109
-5% -$107K 0.02% 622
2023
Q4 		$2.21M Sell
105,214
-8,026
-7% -$164K 0.03% 574
2023
Q3 		$2.28M Buy
113,240
+22,108
+24% +$455K 0.03% 514
2023
Q2 		$1.88M Sell
91,132
-10,114
-10% -$210K 0.03% 589
2023
Q1 		$2.13M Sell
101,246
-6,395
-6% -$133K 0.03% 518
2022
Q4 		$2.2M Sell
107,641
-1,685
-2% -$35.2K 0.04% 478
2022
Q3 		$2.28M Buy
109,326
+5,817
+6% +$126K 0.04% 432
2022
Q2 		$2.23M Sell
103,509
-4,183
-4% -$93.2K 0.04% 407
2022
Q1 		$2.51M Buy
+107,692
New +$2.57M 0.04% 419

Other funds holding ABXB

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GS
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
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atria Wealth Solutions's ABXB Position: Q4 2024 in Review

Atria Wealth Solutions sold out of Abacus Flexible Bond Leaders ETF (ABXB) in Q4 2024, closing a stake of 97,774 shares — an estimated $2.12M sold.

Atria Wealth Solutions first reported a position in ABXB in Q1 2022 and held it in 11 quarters. The position peaked at $2.51M in Q1 2022. 10 funds tracked by Wall St. Rank hold ABXB as of Q4 2024.

  • Atria Wealth Solutions reported no remaining Abacus Flexible Bond Leaders ETF position as of Q4 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 97,774 Abacus Flexible Bond Leaders ETF shares in Q4 2024, an estimated $2.12M.
  • Atria Wealth Solutions first reported a position in Abacus Flexible Bond Leaders ETF in Q1 2022 and held it in 11 quarters.
  • Atria Wealth Solutions's Abacus Flexible Bond Leaders ETF position peaked at $2.51M in Q1 2022.
  • 10 funds tracked by Wall St. Rank held Abacus Flexible Bond Leaders ETF as of Q4 2024.

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