Envestnet Portfolio Solutions
ABOT

Envestnet Portfolio Solutions’s Abacus FCF Innovation Leaders ETF ABOT Stock Holding History

Envestnet Portfolio Solutions’s Portfolio ABOT Stock Details ABOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-24,820
Closed -$834K – 1812
2024
Q3 		$834K Buy
24,820
+93
+0.4% +$2.96K ﹤0.01% 966
2024
Q2 		$781K Sell
24,727
-2,774
-10% -$83.4K ﹤0.01% 949
2024
Q1 		$838K Sell
27,501
-1,450
-5% -$42.7K ﹤0.01% 904
2023
Q4 		$804K Sell
28,951
-887
-3% -$23K ﹤0.01% 862
2023
Q3 		$742K Buy
+29,838
New +$762K ﹤0.01% 830

Other funds holding ABOT

TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Portfolio Solutions's ABOT Position: Q4 2024 in Review

Envestnet Portfolio Solutions sold out of Abacus FCF Innovation Leaders ETF (ABOT) in Q4 2024, closing a stake of 24,820 shares — an estimated $834K sold.

Envestnet Portfolio Solutions first reported a position in ABOT in Q3 2023 and held it in 5 quarters. The position peaked at $838K in Q1 2024. 11 funds tracked by Wall St. Rank hold ABOT as of Q4 2024.

  • Envestnet Portfolio Solutions reported no remaining Abacus FCF Innovation Leaders ETF position as of Q4 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 24,820 Abacus FCF Innovation Leaders ETF shares in Q4 2024, an estimated $834K.
  • Envestnet Portfolio Solutions first reported a position in Abacus FCF Innovation Leaders ETF in Q3 2023 and held it in 5 quarters.
  • Envestnet Portfolio Solutions's Abacus FCF Innovation Leaders ETF position peaked at $838K in Q1 2024.
  • 11 funds tracked by Wall St. Rank held Abacus FCF Innovation Leaders ETF as of Q4 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2024, filed 10 Feb 2025.