Abound Wealth Management’s ePlus PLUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$167	Hold	2	–	–	﹤0.01%	1157
2026 Q1	$151	Hold	2	–	–	﹤0.01%	1317
2025 Q4	$176	Hold	2	–	–	﹤0.01%	1223
2025 Q3	$143	Hold	2	–	–	﹤0.01%	1238
2025 Q2	$145	Hold	2	–	–	﹤0.01%	1147
2025 Q1	$123	Hold	2	–	–	﹤0.01%	1181
2024 Q4	$148	Sell	2 -2	-50%	-$175	﹤0.01%	1171
2024 Q3	$394	Sell	4 -2	-33%	-$176	﹤0.01%	916
2024 Q2	$443	Hold	6	–	–	﹤0.01%	862
2024 Q1	$472	Hold	6	–	–	﹤0.01%	910
2023 Q4	$480	Sell	6 -2	-25%	-$134	﹤0.01%	931
2023 Q3	$509	Hold	8	–	–	﹤0.01%	805
2023 Q2	$451	Buy	+8	New	+$394	﹤0.01%	879

Other funds holding PLUS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Abound Wealth Management's PLUS Position: Q2 2026 in Review

Abound Wealth Management held its ePlus (PLUS) position steady in Q2 2026 at 2 shares worth $167. The position accounts for ﹤0.01% of the portfolio, ranked #1157.

Abound Wealth Management first reported a position in PLUS in Q2 2023 and has held it in 13 quarters since. The position peaked at $509 in Q3 2023. 289 funds tracked by Wall St. Rank hold PLUS as of Q2 2026.

Abound Wealth Management held 2 shares of ePlus worth $167 as of Q2 2026.
Abound Wealth Management left its ePlus share count unchanged in Q2 2026.
ePlus made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1157 holding.
Abound Wealth Management first reported a position in ePlus in Q2 2023 and has held it in 13 quarters since.
Abound Wealth Management's ePlus position peaked at $509 in Q3 2023.
289 funds tracked by Wall St. Rank held ePlus as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.