Dynasty Wealth Management’s Abacus FCF Leaders ETF ABFL Stock Holding History

Dynasty Wealth Management’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	$357M	Buy	4,438,693 +193,500	+5%	+$15.9M	2.75%	14
2026 Q2	$364M	Buy	4,245,193 +45,726	+1%	+$3.65M	2.71%	13
2026 Q1	$299M	Sell	4,199,467 -4,020,237	-49%	-$292M	2.6%	13
2025 Q4	$587M	Buy	8,219,704 +247,400	+3%	+$17.7M	5.76%	2
2025 Q3	$574M	Buy	7,972,304 +1,337,607	+20%	+$94.1M	7.66%	2
2025 Q2	$469M	Sell	6,634,697 -94,766	-1%	-$6.29M	8%	1
2025 Q1	$430M	Sell	6,729,463 -308,593	-4%	-$20.8M	7.17%	2
2024 Q4	$468M	Buy	7,038,056 +2,927,481	+71%	+$198M	8.07%	2
2024 Q3	$268M	Buy	4,110,575 +143,699	+4%	+$8.95M	8.1%	4
2024 Q2	$241M	Buy	3,966,876 +239,923	+6%	+$14.3M	7.09%	3
2024 Q1	$226M	Buy	+3,726,953	New	+$218M	7.22%	3

Other funds holding ABFL

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

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

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Quotient Wealth Partners Dallas, Texas $4.32B AUM 11.46% 1-Year Est. Return

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

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

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

Storen Legacy Partners Zionsville, Indiana $391M AUM 13.88% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Dynasty Wealth Management's ABFL Position: Q3 2026 in Review

Dynasty Wealth Management increased its Abacus FCF Leaders ETF (ABFL) stake by 4.6% in Q3 2026, buying an estimated $15.9M and bringing the position to 4,438,693 shares worth $357M. The position accounts for 2.75% of the portfolio, ranked #14.

Dynasty Wealth Management first reported a position in ABFL in Q1 2024 and has held it in 11 quarters since. The position peaked at $587M in Q4 2025. 48 funds tracked by Wall St. Rank hold ABFL as of Q3 2026.

Dynasty Wealth Management held 4,438,693 shares of Abacus FCF Leaders ETF worth $357M as of Q3 2026.
Dynasty Wealth Management bought 193,500 Abacus FCF Leaders ETF shares in Q3 2026, an estimated $15.9M.
Abacus FCF Leaders ETF made up 2.75% of Dynasty Wealth Management's portfolio in Q3 2026, its #14 holding.
Dynasty Wealth Management first reported a position in Abacus FCF Leaders ETF in Q1 2024 and has held it in 11 quarters since.
Dynasty Wealth Management's Abacus FCF Leaders ETF position peaked at $587M in Q4 2025.
48 funds tracked by Wall St. Rank held Abacus FCF Leaders ETF as of Q3 2026.

Based on Dynasty Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.