Abound Wealth Management’s Peabody Energy BTU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$139	Hold	6	–	–	﹤0.01%	1211
2026 Q1	$198	Sell	6 -3	-33%	-$105	﹤0.01%	1241
2025 Q4	$268	Hold	9	–	–	﹤0.01%	1089
2025 Q3	$239	Hold	9	–	–	﹤0.01%	1067
2025 Q2	$121	Hold	9	–	–	﹤0.01%	1204
2025 Q1	$122	Buy	9 +1	+13%	+$16	﹤0.01%	1182
2024 Q4	$168	Hold	8	–	–	﹤0.01%	1140
2024 Q3	$213	Sell	8 -4	-33%	-$91	﹤0.01%	1121
2024 Q2	$266	Hold	12	–	–	﹤0.01%	1023
2024 Q1	$292	Buy	+12	New	+$302	﹤0.01%	1145

Other funds holding BTU

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Vista Investment Partners Oklahoma City, Oklahoma $396M AUM 34.86% 1-Year Est. Return

Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 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

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return