Abound Wealth Management’s ICL Group ICL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$374	Sell	75 -4	-5%	-$23	﹤0.01%	999
2026 Q1	$410	Buy	79 +13	+20%	+$70	﹤0.01%	1080
2025 Q4	$377	Sell	66 -27	-29%	-$156	﹤0.01%	987
2025 Q3	$579	Buy	93 +48	+107%	+$308	﹤0.01%	919
2025 Q2	$310	Buy	45 +1	+2%	+$7	﹤0.01%	915
2025 Q1	$251	Sell	44 -29	-40%	-$171	﹤0.01%	916
2024 Q4	$361	Buy	73 +27	+59%	+$121	﹤0.01%	842
2024 Q3	$196	Sell	46 -45	-49%	-$191	﹤0.01%	1176
2024 Q2	$390	Hold	91	–	–	﹤0.01%	903
2024 Q1	$490	Hold	91	–	–	﹤0.01%	904
2023 Q4	$456	Buy	91 +34	+60%	+$173	﹤0.01%	956
2023 Q3	$317	Hold	57	–	–	﹤0.01%	994
2023 Q2	$313	Buy	+57	New	+$345	﹤0.01%	1029

Other funds holding ICL

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services

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

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

Cromwell Holdings Jackson, Wyoming $223M AUM 44.02% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

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

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