Abound Wealth Management’s ORIX IX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$723	Sell	19 -1	-5%	-$36	﹤0.01%	881
2026 Q1	$600	Hold	20	–	–	﹤0.01%	1036
2025 Q4	$585	Hold	20	–	–	﹤0.01%	944
2025 Q3	$523	Hold	20	–	–	﹤0.01%	929
2025 Q2	$451	Hold	20	–	–	﹤0.01%	869
2025 Q1	$418	Sell	20 -10	-33%	-$210	﹤0.01%	835
2024 Q4	$638	Sell	30 -15	-33%	-$329	﹤0.01%	772
2024 Q3	$1.04K	Sell	45 -10	-18%	-$235	﹤0.01%	779
2024 Q2	$1.23K	Hold	55	–	–	﹤0.01%	701
2024 Q1	$1.21K	Hold	55	–	–	﹤0.01%	751
2023 Q4	$1.03K	Buy	55 +10	+22%	+$182	﹤0.01%	770
2023 Q3	$845	Hold	45	–	–	﹤0.01%	729
2023 Q2	$821	Buy	+45	New	+$780	﹤0.01%	761

Other funds holding IX

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

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

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

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