GRP
ABOT

Global Retirement Partners’s Abacus FCF Innovation Leaders ETF ABOT Stock Holding History

Global Retirement Partners’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
2025
Q4 		$84.1K Hold
2,151
– – ﹤0.01% 2023
2025
Q3 		$87.1K Hold
2,151
– – ﹤0.01% 1580
2025
Q2 		$83.1K Buy
+2,151
New +$76.6K ﹤0.01% 1516
2024
Q4 		$77.9K Sell
2,151
-8,294
-79% -$298K ﹤0.01% 1395
2024
Q3 		$351K Sell
10,445
-623
-6% -$19.9K 0.01% 739
2024
Q2 		$349K Buy
11,068
+172
+2% +$5.17K 0.01% 701
2024
Q1 		$332K Sell
10,896
-574
-5% -$16.9K 0.01% 624
2023
Q4 		$321K Buy
11,470
+1,689
+17% +$43.8K 0.01% 590
2023
Q3 		$243K Sell
9,781
-523
-5% -$13.4K 0.01% 604
2023
Q2 		$261K Sell
10,304
-4,031
-28% -$95.5K 0.01% 604
2023
Q1 		$321K Buy
14,335
+47
+0.3% +$1.07K 0.02% 534
2022
Q4 		$315K Sell
14,288
-3,486
-20% -$78K 0.02% 471
2022
Q3 		$399K Buy
17,774
+461
+3% +$10.7K 0.03% 403
2022
Q2 		$382K Hold
17,313
– – 0.03% 402
2022
Q1 		$385K Buy
17,313
+4,955
+40% +$130K 0.03% 403
2021
Q4 		$363K Buy
12,358
+89
+0.7% +$2.68K 0.28% 37
2021
Q3 		$356K Sell
12,269
-798
-6% -$23.7K 0.04% 358
2021
Q2 		$378K Buy
13,067
+70
+0.5% +$1.92K 0.04% 343
2021
Q1 		$341K Sell
12,997
-451
-3% -$12K 0.04% 320
2020
Q4 		$349K Buy
+13,448
New +$345K 0.04% 295

Other funds holding ABOT

TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Global Retirement Partners's ABOT Position: Q4 2025 in Review

Global Retirement Partners held its Abacus FCF Innovation Leaders ETF (ABOT) position steady in Q4 2025 at 2,151 shares worth $84.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2023.

Global Retirement Partners first reported a position in ABOT in Q4 2020 and has held it in 20 quarters since. The position peaked at $399K in Q3 2022. 9 funds tracked by Wall St. Rank hold ABOT as of Q4 2025.

  • Global Retirement Partners held 2,151 shares of Abacus FCF Innovation Leaders ETF worth $84.1K as of Q4 2025.
  • Global Retirement Partners left its Abacus FCF Innovation Leaders ETF share count unchanged in Q4 2025.
  • Abacus FCF Innovation Leaders ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2023 holding.
  • Global Retirement Partners first reported a position in Abacus FCF Innovation Leaders ETF in Q4 2020 and has held it in 20 quarters since.
  • Global Retirement Partners's Abacus FCF Innovation Leaders ETF position peaked at $399K in Q3 2022.
  • 9 funds tracked by Wall St. Rank held Abacus FCF Innovation Leaders ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.