LPL Financial
ABOT

LPL Financial’s Abacus FCF Innovation Leaders ETF ABOT Stock Holding History

LPL Financial’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
2026
Q1 		$550K Hold
16,562
– – ﹤0.01% 4677
2025
Q4 		$648K Sell
16,562
-530
-3% -$21.2K ﹤0.01% 4484
2025
Q3 		$692K Sell
17,092
-2,603
-13% -$102K ﹤0.01% 4358
2025
Q2 		$761K Sell
19,695
-3,048
-13% -$109K ﹤0.01% 3999
2025
Q1 		$774K Hold
22,743
– – ﹤0.01% 3771
2024
Q4 		$823K Sell
22,743
-10,327
-31% -$371K ﹤0.01% 3666
2024
Q3 		$1.11M Sell
33,070
-4,446
-12% -$142K ﹤0.01% 3290
2024
Q2 		$1.18M Buy
37,516
+1,831
+5% +$55K ﹤0.01% 3097
2024
Q1 		$1.09M Hold
35,685
– – ﹤0.01% 3101
2023
Q4 		$991K Sell
35,685
-512
-1% -$13.3K ﹤0.01% 3054
2023
Q3 		$900K Buy
+36,197
New +$924K ﹤0.01% 2986
2022
Q2 		– Sell
-9,884
Closed -$264K – 4550
2022
Q1 		$264K Buy
+9,884
New +$259K ﹤0.01% 3671

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 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

LPL Financial's ABOT Position: Q1 2026 in Review

LPL Financial held its Abacus FCF Innovation Leaders ETF (ABOT) position steady in Q1 2026 at 16,562 shares worth $550K. The position accounts for ﹤0.01% of the portfolio, ranked #4677.

LPL Financial first reported a position in ABOT in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.18M in Q2 2024. 7 funds tracked by Wall St. Rank hold ABOT as of Q1 2026.

  • LPL Financial held 16,562 shares of Abacus FCF Innovation Leaders ETF worth $550K as of Q1 2026.
  • LPL Financial left its Abacus FCF Innovation Leaders ETF share count unchanged in Q1 2026.
  • Abacus FCF Innovation Leaders ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4677 holding.
  • LPL Financial first reported a position in Abacus FCF Innovation Leaders ETF in Q1 2022 and has held it in 12 quarters since.
  • LPL Financial's Abacus FCF Innovation Leaders ETF position peaked at $1.18M in Q2 2024.
  • 7 funds tracked by Wall St. Rank held Abacus FCF Innovation Leaders ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.