DWM
ABLD

Dynasty Wealth Management’s Abacus FCF Real Assets Leaders ETF ABLD Stock Holding History

Dynasty Wealth Management’s Portfolio ABLD Stock Details ABLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.46M Sell
115,019
-2,251,092
-95% -$70.7M 0.03% 100
2026
Q1 		$73.9M Buy
+2,366,111
New +$75.1M 0.64% 36

Other funds holding ABLD

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
CWA
Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return
SLP
Storen Legacy Partners Zionsville, Indiana $367M AUM
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Dynasty Wealth Management's ABLD Position: Q2 2026 in Review

Dynasty Wealth Management reduced its Abacus FCF Real Assets Leaders ETF (ABLD) stake by 95% in Q2 2026, selling an estimated $70.7M and leaving 115,019 shares worth $3.46M. The position accounts for 0.03% of the portfolio, ranked #100.

Dynasty Wealth Management first reported a position in ABLD in Q1 2026 and has held it in 2 quarters since. The position peaked at $73.9M in Q1 2026. 21 funds tracked by Wall St. Rank hold ABLD as of Q2 2026.

  • Dynasty Wealth Management held 115,019 shares of Abacus FCF Real Assets Leaders ETF worth $3.46M as of Q2 2026.
  • Dynasty Wealth Management sold 2,251,092 Abacus FCF Real Assets Leaders ETF shares in Q2 2026, an estimated $70.7M.
  • Abacus FCF Real Assets Leaders ETF made up 0.03% of Dynasty Wealth Management's portfolio in Q2 2026, its #100 holding.
  • Dynasty Wealth Management first reported a position in Abacus FCF Real Assets Leaders ETF in Q1 2026 and has held it in 2 quarters since.
  • Dynasty Wealth Management's Abacus FCF Real Assets Leaders ETF position peaked at $73.9M in Q1 2026.
  • 21 funds tracked by Wall St. Rank held Abacus FCF Real Assets Leaders ETF as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.