Avantax Advisory Services’s Abacus FCF Leaders ETF ABFL Stock Holding History

Avantax Advisory Services’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
2025 Q2	–	Sell	-3,170	Closed	-$203K	–	2451
2025 Q1	$203K	Hold	3,170	–	–	﹤0.01%	2099
2024 Q4	$211K	Hold	3,170	–	–	﹤0.01%	2027
2024 Q3	$207K	Sell	3,170 -340	-10%	-$21.2K	﹤0.01%	1991
2024 Q2	$213K	Buy	+3,510	New	+$209K	﹤0.01%	1913
2023 Q3	–	Sell	-3,873	Closed	-$203K	–	1632
2023 Q2	$203K	Sell	3,873 -455	-11%	-$22.7K	﹤0.01%	1396
2023 Q1	$212K	Sell	4,328 -1,543	-26%	-$73.8K	﹤0.01%	1347
2022 Q4	$273K	Buy	5,871 +264	+5%	+$12.5K	﹤0.01%	1152
2022 Q3	$243K	Hold	5,607	–	–	﹤0.01%	1110
2022 Q2	$254K	Hold	5,607	–	–	﹤0.01%	1090
2022 Q1	$293K	Sell	5,607 -132	-2%	-$6.78K	﹤0.01%	1012
2021 Q4	$317K	Sell	5,739 -750	-12%	-$43.3K	﹤0.01%	952
2021 Q3	$351K	Hold	6,489	–	–	0.01%	855
2021 Q2	$347K	Buy	+6,489	New	+$337K	0.01%	849

Other funds holding ABFL

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

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

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

DecisionMap Wealth Management Great Falls, Virginia $183M AUM 13.61% 1-Year Est. Return

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

Avantax Advisory Services's ABFL Position: Q2 2025 in Review

Avantax Advisory Services sold out of Abacus FCF Leaders ETF (ABFL) in Q2 2025, closing a stake of 3,170 shares — an estimated $203K sold.

Avantax Advisory Services first reported a position in ABFL in Q2 2021 and held it in 13 quarters. The position peaked at $351K in Q3 2021. 49 funds tracked by Wall St. Rank hold ABFL as of Q2 2025.

Avantax Advisory Services reported no remaining Abacus FCF Leaders ETF position as of Q2 2025 after selling out during the quarter.
Avantax Advisory Services sold 3,170 Abacus FCF Leaders ETF shares in Q2 2025, an estimated $203K.
Avantax Advisory Services first reported a position in Abacus FCF Leaders ETF in Q2 2021 and held it in 13 quarters.
Avantax Advisory Services's Abacus FCF Leaders ETF position peaked at $351K in Q3 2021.
49 funds tracked by Wall St. Rank held Abacus FCF Leaders ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.