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 Q1	$73.9M	Buy	+2,366,111	New	+$75.1M	0.64%	36

Other funds holding ABLD

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

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

SLP

Storen Legacy Partners Zionsville, Indiana $367M AUM

OCA

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

CWP

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Dynasty Wealth Management opened a new position in Abacus FCF Real Assets Leaders ETF (ABLD) in Q1 2026: 2,366,111 shares worth $73.9M. The stake represents 0.64% of the portfolio and ranks #36 among its holdings.

19 funds tracked by Wall St. Rank hold ABLD as of Q1 2026.

Dynasty Wealth Management held 2,366,111 shares of Abacus FCF Real Assets Leaders ETF worth $73.9M as of Q1 2026.
Abacus FCF Real Assets Leaders ETF was a new Dynasty Wealth Management position in Q1 2026.
Abacus FCF Real Assets Leaders ETF made up 0.64% of Dynasty Wealth Management's portfolio in Q1 2026, its #36 holding.
19 funds tracked by Wall St. Rank held Abacus FCF Real Assets Leaders ETF as of Q1 2026.

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