Abound Wealth Management’s ATI ATI Stock Holding History

Abound Wealth Management’s Portfolio ATI Stock Details ATI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$198	Buy	+1	New	+$170	﹤0.01%	1112
2025 Q1	–	Sell	-9	Closed	-$496	–	1274
2024 Q4	$496	Hold	9	–	–	﹤0.01%	802
2024 Q3	$603	Sell	9 -6	-40%	-$373	﹤0.01%	835
2024 Q2	$832	Sell	15 -2	-12%	-$112	﹤0.01%	747
2024 Q1	$870	Hold	17	–	–	﹤0.01%	790
2023 Q4	$773	Buy	17 +6	+55%	+$249	﹤0.01%	821
2023 Q3	$453	Hold	11	–	–	﹤0.01%	835
2023 Q2	$487	Buy	+11	New	+$421	﹤0.01%	851

Other funds holding ATI

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

TCM

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Abound Wealth Management's ATI Position: Q2 2026 in Review

Abound Wealth Management opened a new position in ATI (ATI) in Q2 2026: 1 share worth $198. The stake represents ﹤0.01% of the portfolio and ranks #1112 among its holdings. This is a return to the name: Abound Wealth Management previously reported a position in ATI as recently as Q4 2024.

Abound Wealth Management first reported a position in ATI in Q2 2023 and has held it in 8 quarters since. The position peaked at $870 in Q1 2024. 93 funds tracked by Wall St. Rank hold ATI as of Q2 2026.

Abound Wealth Management held 1 share of ATI worth $198 as of Q2 2026.
ATI was a new Abound Wealth Management position in Q2 2026.
ATI made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1112 holding.
Abound Wealth Management first reported a position in ATI in Q2 2023 and has held it in 8 quarters since.
Abound Wealth Management's ATI position peaked at $870 in Q1 2024.
93 funds tracked by Wall St. Rank held ATI as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.