Abound Wealth Management’s Barclays BCS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20.3K	Hold	756	–	–	﹤0.01%	366
2026 Q1	$16K	Sell	756 -85	-10%	-$2.07K	﹤0.01%	441
2025 Q4	$21.4K	Buy	841 +813	+2,904%	+$18K	0.01%	351
2025 Q3	$579	Hold	28	–	–	﹤0.01%	918
2025 Q2	$521	Hold	28	–	–	﹤0.01%	857
2025 Q1	$431	Sell	28 -21	-43%	-$314	﹤0.01%	832
2024 Q4	$652	Hold	49	–	–	﹤0.01%	770
2024 Q3	$596	Hold	49	–	–	﹤0.01%	839
2024 Q2	$525	Hold	49	–	–	﹤0.01%	815
2024 Q1	$464	Sell	49 -7	-13%	-$57	﹤0.01%	917
2023 Q4	$442	Buy	+56	New	+$403	﹤0.01%	974

Other funds holding BCS

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

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

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

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