Abound Wealth Management’s Cohen & Steers CNS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$153	Hold	2	–	–	﹤0.01%	1180
2026 Q1	$126	Hold	2	–	–	﹤0.01%	1363
2025 Q4	$126	Hold	2	–	–	﹤0.01%	1341
2025 Q3	$132	Hold	2	–	–	﹤0.01%	1258
2025 Q2	$151	Hold	2	–	–	﹤0.01%	1137
2025 Q1	$161	Hold	2	–	–	﹤0.01%	1069
2024 Q4	$185	Hold	2	–	–	﹤0.01%	1101
2024 Q3	$192	Buy	+2	New	+$170	﹤0.01%	1186

Other funds holding CNS

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Assenagon Asset Management

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

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

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

Handelsbanken Fonder

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

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

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