Back to Dynasty Wealth Management, LLC Dynasty Wealth Management, LLC

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10 quarters

Position history for Dynasty Wealth Management, LLCDynasty Wealth Management, LLC's holdings in TRIMTABS ETF TR

Yes. Dynasty Wealth Management holds 180,629 shares of ABLG, worth $5.9M, as of its Q2 2026 13F filing. It reduced the position by 43,085 shares (-19.3%) from Q1 2026. Dynasty Wealth Management has held ABLG since Q1 2024, across 10 quarterly 13F filings.

Current Value

$5.9M

Current Shares

180,629

Total Value Change

-$28M

Total Shares Change

-952,377

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
180,629
-19.3%
$5.9M0.0%$32.61
0
2026-Q1
Decreased
223,714
-21.4%
$6.6M0.1%$29.11
0
2025-Q4
Decreased
284,490
-33.6%
$9M0.1%$31.01
0
2025-Q3
Increased
428,332
+69.1%
$13.3M0.2%$30.11
50
2025-Q2
Decreased
253,357
-91.1%
$7.9M0.1%$30.14
0
2025-Q1
Decreased
2.8M
-10.6%
$80.4M1.3%$27.25
0
2024-Q4
Increased
3.2M
+157.0%
$90.9M1.6%$27.38
76
2024-Q3
Decreased
1.2M
-0.9%
$38.6M1.2%$29.75
0
2024-Q2
Increased
1.2M
+9.9%
$36.7M1.1%$27.89
50
2024-Q1
New
1.1M
-
$33.9M1.1%$28.03
66

Other major holders of ABLG: JPMORGAN CHASE & CO, ENVESTNET ASSET MANAGEMENT INC

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