Retirement Wealth Solutions’s Arbor Realty Trust ABR Stock Holding History

Retirement Wealth Solutions’s Portfolio ABR Stock Details ABR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-56	Closed	-$432	–	812
2026 Q1	$432	Buy	56 +40	+250%	+$312	﹤0.01%	740
2025 Q4	$125	Sell	16 -111	-87%	-$1.09K	﹤0.01%	741
2025 Q3	$1.55K	Buy	+127	New	+$1.48K	﹤0.01%	471

Other funds holding ABR

Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return