MPWT
ABLD

MassMutual Private Wealth & Trust’s Abacus FCF Real Assets Leaders ETF ABLD Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio ABLD Stock Details ABLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-523
Closed -$13K – 1909
2022
Q4 		$13K Buy
+523
New +$13.6K ﹤0.01% 746

Other funds holding ABLD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

MassMutual Private Wealth & Trust's ABLD Position: Q1 2023 in Review

MassMutual Private Wealth & Trust sold out of Abacus FCF Real Assets Leaders ETF (ABLD) in Q1 2023, closing a stake of 523 shares — an estimated $13K sold.

MassMutual Private Wealth & Trust first reported a position in ABLD in Q4 2022 and held it in 1 quarter. The position peaked at $13K in Q4 2022. 15 funds tracked by Wall St. Rank hold ABLD as of Q1 2023.

  • MassMutual Private Wealth & Trust reported no remaining Abacus FCF Real Assets Leaders ETF position as of Q1 2023 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 523 Abacus FCF Real Assets Leaders ETF shares in Q1 2023, an estimated $13K.
  • MassMutual Private Wealth & Trust first reported a position in Abacus FCF Real Assets Leaders ETF in Q4 2022 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's Abacus FCF Real Assets Leaders ETF position peaked at $13K in Q4 2022.
  • 15 funds tracked by Wall St. Rank held Abacus FCF Real Assets Leaders ETF as of Q1 2023.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2023, filed 11 Apr 2023.