Abound Wealth Management’s Powell Industries POWL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$287	Buy	+1	New	+$271	﹤0.01%	1042
2026 Q1	–	Sell	-3	Closed	-$319	–	1573
2025 Q4	$319	Hold	3	–	–	﹤0.01%	1030
2025 Q3	$305	Hold	3	–	–	﹤0.01%	1002
2025 Q2	$211	Hold	3	–	–	﹤0.01%	1023
2025 Q1	$171	Hold	3	–	–	﹤0.01%	1048
2024 Q4	$222	Hold	3	–	–	﹤0.01%	1015
2024 Q3	$222	Hold	3	–	–	﹤0.01%	1103
2024 Q2	$144	Hold	3	–	–	﹤0.01%	1145
2024 Q1	$143	Buy	+3	New	+$128	﹤0.01%	1260

Other funds holding POWL

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

Bay Rivers Group Williamsburg, Virginia $293M AUM 48.17% 1-Year Est. Return

FCG Investment Company Germantown, Tennessee $289M AUM