Abound Wealth Management’s Belden BDC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.64K	Hold	22	–	–	﹤0.01%	713
2026 Q1	$2.53K	Hold	22	–	–	﹤0.01%	869
2025 Q4	$2.56K	Hold	22	–	–	﹤0.01%	805
2025 Q3	$2.65K	Hold	22	–	–	﹤0.01%	769
2025 Q2	$2.55K	Hold	22	–	–	﹤0.01%	710
2025 Q1	$2.21K	Buy	+22	New	+$2.44K	﹤0.01%	684

Other funds holding BDC

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

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

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder

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

Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return

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

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

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return