MBL Wealth’s Abacus FCF Leaders ETF ABFL Stock Holding History

MBL Wealth’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
2026 Q1	$514K	Buy	7,225 +300	+4%	+$21.8K	0.04%	197
2025 Q4	$494K	Hold	6,925	–	–	0.04%	182
2025 Q3	$498K	Sell	6,925 -300	-4%	-$21.1K	0.04%	153
2025 Q2	$511K	Sell	7,225 -25	-0.3%	-$1.66K	0.05%	140
2025 Q1	$463K	Sell	7,250 -900	-11%	-$60.6K	0.05%	140
2024 Q4	$542K	Sell	8,150 -375	-4%	-$25.3K	0.05%	134
2024 Q3	$556K	Sell	8,525 -300	-3%	-$18.7K	0.06%	129
2024 Q2	$535K	Sell	8,825 -300	-3%	-$17.8K	0.06%	124
2024 Q1	$554K	Sell	9,125 -150	-2%	-$8.79K	0.06%	124
2023 Q4	$525K	Sell	9,275 -100	-1%	-$5.32K	0.07%	118
2023 Q3	$480K	Sell	9,375 -300	-3%	-$15.8K	0.07%	113
2023 Q2	$508K	Sell	9,675 -100	-1%	-$4.98K	0.07%	107
2023 Q1	$478K	Sell	9,775 -2,800	-22%	-$134K	0.07%	101
2022 Q4	$585K	Buy	12,575 +5,125	+69%	+$242K	0.11%	90
2022 Q3	$323K	Hold	7,450	–	–	0.07%	117
2022 Q2	$337K	Sell	7,450 -500	-6%	-$24.1K	0.08%	108
2022 Q1	$414K	Buy	+7,950	New	+$408K	0.1%	108
2021 Q1	$461K	Buy	9,320 +60	+0.6%	+$2.88K	0.16%	92
2020 Q4	$429K	Buy	+9,260	New	+$404K	0.17%	80

Other funds holding ABFL

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

Quotient Wealth Partners Dallas, Texas $3.8B AUM 13.34% 1-Year Est. Return

Unique Wealth Clearwater, Florida $723M AUM 16.35% 1-Year Est. Return

Centerline Wealth Advisors Louisville, Kentucky $278M AUM 15.97% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Storen Legacy Partners Zionsville, Indiana $319M AUM

Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return