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 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 $1.56T AUM 27.86% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

QWP

Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return

Unique Wealth Clearwater, Florida $723M AUM 16.35% 1-Year Est. Return

CWA

Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

SLP

Storen Legacy Partners Zionsville, Indiana $367M AUM

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Dynasty Wealth Management's ABFL Position: Q1 2026 in Review

Dynasty Wealth Management reduced its Abacus FCF Leaders ETF (ABFL) stake by 49% in Q1 2026, selling an estimated $292M and leaving 4,199,467 shares worth $299M. The position accounts for 2.6% of the portfolio, ranked #13.

Dynasty Wealth Management first reported a position in ABFL in Q1 2024 and has held it in 9 quarters since. The position peaked at $587M in Q4 2025. 49 funds tracked by Wall St. Rank hold ABFL as of Q1 2026.

Dynasty Wealth Management held 4,199,467 shares of Abacus FCF Leaders ETF worth $299M as of Q1 2026.
Dynasty Wealth Management sold 4,020,237 Abacus FCF Leaders ETF shares in Q1 2026, an estimated $292M.
Abacus FCF Leaders ETF made up 2.6% of Dynasty Wealth Management's portfolio in Q1 2026, its #13 holding.
Dynasty Wealth Management first reported a position in Abacus FCF Leaders ETF in Q1 2024 and has held it in 9 quarters since.
Dynasty Wealth Management's Abacus FCF Leaders ETF position peaked at $587M in Q4 2025.
49 funds tracked by Wall St. Rank held Abacus FCF Leaders ETF as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.