Cornerstone Planning Group’s Abacus FCF Leaders ETF ABFL Stock Holding History

Cornerstone Planning Group’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
2026 Q3	–	Sell	-802	Closed	-$66.8K	–	1821
2026 Q2	$66.8K	Hold	802	–	–	0.01%	332
2026 Q1	$64.7K	Buy	802 +3	+0.4%	+$218	0.01%	339
2025 Q4	$58.8K	Sell	799 -359	-31%	-$25.7K	0.01%	310
2025 Q3	$144K	Buy	1,158 +361	+45%	+$25.4K	0.02%	170
2025 Q2	$54.6K	Buy	797 +1	+0.1%	+$66	0.01%	224
2025 Q1	$49.4K	Buy	+796	New	+$53.6K	0.01%	244

Other funds holding ABFL

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

CWA

Centerline Wealth Advisors Louisville, Kentucky $321M AUM 13.56% 1-Year Est. Return

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

Resonant Capital Advisors Madison, Wisconsin $2.08B AUM 15.65% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Cornerstone Planning Group's ABFL Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Abacus FCF Leaders ETF (ABFL) in Q3 2026, closing a stake of 802 shares — an estimated $66.8K sold.

Cornerstone Planning Group first reported a position in ABFL in Q1 2025 and held it in 6 quarters. The position peaked at $144K in Q3 2025. 5 funds tracked by Wall St. Rank hold ABFL as of Q3 2026.

Cornerstone Planning Group reported no remaining Abacus FCF Leaders ETF position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 802 Abacus FCF Leaders ETF shares in Q3 2026, an estimated $66.8K.
Cornerstone Planning Group first reported a position in Abacus FCF Leaders ETF in Q1 2025 and held it in 6 quarters.
Cornerstone Planning Group's Abacus FCF Leaders ETF position peaked at $144K in Q3 2025.
5 funds tracked by Wall St. Rank held Abacus FCF Leaders ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.