Abound Wealth Management’s Harmonic Inc HLIT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$115	Sell	7 -5	-42%	-$64	﹤0.01%	1258
2026 Q1	$108	Sell	12 -1	-8%	-$10	﹤0.01%	1396
2025 Q4	$129	Hold	13	–	–	﹤0.01%	1335
2025 Q3	$133	Hold	13	–	–	﹤0.01%	1256
2025 Q2	$124	Hold	13	–	–	﹤0.01%	1198
2025 Q1	$125	Hold	13	–	–	﹤0.01%	1176
2024 Q4	$172	Hold	13	–	–	﹤0.01%	1133
2024 Q3	$190	Sell	13 -7	-35%	-$94	﹤0.01%	1193
2024 Q2	$236	Hold	20	–	–	﹤0.01%	1061
2024 Q1	$269	Hold	20	–	–	﹤0.01%	1170
2023 Q4	$261	Hold	20	–	–	﹤0.01%	1220
2023 Q3	$193	Hold	20	–	–	﹤0.01%	1113
2023 Q2	$324	Buy	+20	New	+$321	﹤0.01%	1012

Other funds holding HLIT

Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return

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

Wealth Enhancement Advisory Services

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

Ledgewood Wealth Advisors Exeter, New Hampshire $188M AUM 18.45% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

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

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

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

Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return