Abound Wealth Management’s National Beverage FIZZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$94	Sell	3 -1	-25%	-$35	﹤0.01%	1294
2026 Q1	$135	Hold	4	–	–	﹤0.01%	1346
2025 Q4	$128	Hold	4	–	–	﹤0.01%	1337
2025 Q3	$148	Hold	4	–	–	﹤0.01%	1226
2025 Q2	$173	Hold	4	–	–	﹤0.01%	1096
2025 Q1	$167	Hold	4	–	–	﹤0.01%	1058
2024 Q4	$171	Hold	4	–	–	﹤0.01%	1137
2024 Q3	$188	Sell	4 -2	-33%	-$95	﹤0.01%	1202
2024 Q2	$308	Hold	6	–	–	﹤0.01%	978
2024 Q1	$285	Hold	6	–	–	﹤0.01%	1158
2023 Q4	$299	Hold	6	–	–	﹤0.01%	1159
2023 Q3	$283	Hold	6	–	–	﹤0.01%	1031
2023 Q2	$291	Buy	+6	New	+$301	﹤0.01%	1060

Other funds holding FIZZ

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

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

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

Handelsbanken Fonder

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

Wealth Enhancement Advisory Services

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

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

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

Allied Private Wealth Boca Raton, Florida $156M AUM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return