Abound Wealth Management’s ENI E Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$563	Buy	12 +4	+50%	+$214	﹤0.01%	924
2026 Q1	$453	Hold	8	–	–	﹤0.01%	1068
2025 Q4	$304	Hold	8	–	–	﹤0.01%	1039
2025 Q3	$280	Hold	8	–	–	﹤0.01%	1030
2025 Q2	$260	Hold	8	–	–	﹤0.01%	959
2025 Q1	$248	Buy	+8	New	+$233	﹤0.01%	918
2024 Q4	–	Sell	-22	Closed	-$667	–	1262
2024 Q3	$667	Buy	22 +4	+22%	+$125	﹤0.01%	817
2024 Q2	$555	Hold	18	–	–	﹤0.01%	799
2024 Q1	$571	Hold	18	–	–	﹤0.01%	854
2023 Q4	$613	Buy	18 +1	+6%	+$33	﹤0.01%	873
2023 Q3	$543	Sell	17 -15	-47%	-$462	﹤0.01%	787
2023 Q2	$922	Buy	+32	New	+$928	﹤0.01%	745

Other funds holding E

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

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

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

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

Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return

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

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return