GM
ABFL

GeoWealth Management’s Abacus FCF Leaders ETF ABFL Stock Holding History

GeoWealth 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
2024
Q4 		– Sell
-3,188
Closed -$208K – 1899
2024
Q3 		$208K Buy
+3,188
New +$198K 0.01% 708

Other funds holding ABFL

DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
TW
TritonPoint Wealth Chevy Chase, Maryland $934M AUM 23.95% 1-Year Est. Return
SW
Signify Wealth Saint Louis, Missouri $88.6M AUM 32.1% 1-Year Est. Return

GeoWealth Management's ABFL Position: Q4 2024 in Review

GeoWealth Management sold out of Abacus FCF Leaders ETF (ABFL) in Q4 2024, closing a stake of 3,188 shares — an estimated $208K sold.

GeoWealth Management first reported a position in ABFL in Q3 2024 and held it in 1 quarter. The position peaked at $208K in Q3 2024. 46 funds tracked by Wall St. Rank hold ABFL as of Q4 2024.

  • GeoWealth Management reported no remaining Abacus FCF Leaders ETF position as of Q4 2024 after selling out during the quarter.
  • GeoWealth Management sold 3,188 Abacus FCF Leaders ETF shares in Q4 2024, an estimated $208K.
  • GeoWealth Management first reported a position in Abacus FCF Leaders ETF in Q3 2024 and held it in 1 quarter.
  • GeoWealth Management's Abacus FCF Leaders ETF position peaked at $208K in Q3 2024.
  • 46 funds tracked by Wall St. Rank held Abacus FCF Leaders ETF as of Q4 2024.

Based on GeoWealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.