KFA
ABFL

Kapstone Financial Advisors’s Abacus FCF Leaders ETF ABFL Stock Holding History

Kapstone Financial Advisors’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
2025
Q3 		– Sell
-2,830
Closed -$200K – 126
2025
Q2 		$200K Buy
+2,830
New +$188K 0.1% 109

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
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
DWM
DecisionMap Wealth Management Great Falls, Virginia $179M AUM 17.96% 1-Year Est. Return
TW
TritonPoint Wealth Chevy Chase, Maryland $934M AUM 23.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kapstone Financial Advisors's ABFL Position: Q3 2025 in Review

Kapstone Financial Advisors sold out of Abacus FCF Leaders ETF (ABFL) in Q3 2025, closing a stake of 2,830 shares — an estimated $200K sold.

Kapstone Financial Advisors first reported a position in ABFL in Q2 2025 and held it in 1 quarter. The position peaked at $200K in Q2 2025. 46 funds tracked by Wall St. Rank hold ABFL as of Q3 2025.

  • Kapstone Financial Advisors reported no remaining Abacus FCF Leaders ETF position as of Q3 2025 after selling out during the quarter.
  • Kapstone Financial Advisors sold 2,830 Abacus FCF Leaders ETF shares in Q3 2025, an estimated $200K.
  • Kapstone Financial Advisors first reported a position in Abacus FCF Leaders ETF in Q2 2025 and held it in 1 quarter.
  • Kapstone Financial Advisors's Abacus FCF Leaders ETF position peaked at $200K in Q2 2025.
  • 46 funds tracked by Wall St. Rank held Abacus FCF Leaders ETF as of Q3 2025.

Based on Kapstone Financial Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.