SWM
ABFL

Spire Wealth Management’s Abacus FCF Leaders ETF ABFL Stock Holding History

Spire Wealth Management’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
2022
Q1 		– Sell
-876
Closed -$48K – 2926
2021
Q4 		$48K Hold
876
– – ﹤0.01% 1759
2021
Q3 		$47K Buy
+876
New +$48.4K ﹤0.01% 1505

Other funds holding ABFL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DF
Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.77B AUM 17.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Spire Wealth Management's ABFL Position: Q1 2022 in Review

Spire Wealth Management sold out of Abacus FCF Leaders ETF (ABFL) in Q1 2022, closing a stake of 876 shares — an estimated $48K sold.

Spire Wealth Management first reported a position in ABFL in Q3 2021 and held it in 2 quarters. The position peaked at $48K in Q4 2021. 46 funds tracked by Wall St. Rank hold ABFL as of Q1 2022.

  • Spire Wealth Management reported no remaining Abacus FCF Leaders ETF position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 876 Abacus FCF Leaders ETF shares in Q1 2022, an estimated $48K.
  • Spire Wealth Management first reported a position in Abacus FCF Leaders ETF in Q3 2021 and held it in 2 quarters.
  • Spire Wealth Management's Abacus FCF Leaders ETF position peaked at $48K in Q4 2021.
  • 46 funds tracked by Wall St. Rank held Abacus FCF Leaders ETF as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.