AWM
PPLI

Abound Wealth Management’s People Inc PPLI Stock Holding History

Abound Wealth Management’s Portfolio PPLI Stock Details PPLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3
Closed -$121 – 1464
2026
Q1 		$121 Hold
3
– – ﹤0.01% 1374
2025
Q4 		$118 Hold
3
– – ﹤0.01% 1356
2025
Q3 		$103 Hold
3
– – ﹤0.01% 1304
2025
Q2 		$113 Sell
3
-1
-25% -$36 ﹤0.01% 1226
2025
Q1 		$138 Sell
4
-1
-20% -$36 ﹤0.01% 1134
2024
Q4 		$173 Hold
5
– – ﹤0.01% 1131
2024
Q3 		$216 Buy
+5
New +$208 ﹤0.01% 1116
2022
Q4 		– Sell
-5
Closed -$226 – 758
2022
Q3 		$226 Buy
+5
New +$281 ﹤0.01% 706

Other funds holding PPLI

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return

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

Abound Wealth Management sold out of People Inc (PPLI) in Q2 2026, closing a stake of 3 shares — an estimated $121 sold.

Abound Wealth Management first reported a position in PPLI in Q3 2022 and held it in 8 quarters. The position peaked at $226 in Q3 2022. 44 funds tracked by Wall St. Rank hold PPLI as of Q2 2026.

  • Abound Wealth Management reported no remaining People Inc position as of Q2 2026 after selling out during the quarter.
  • Abound Wealth Management sold 3 People Inc shares in Q2 2026, an estimated $121.
  • Abound Wealth Management first reported a position in People Inc in Q3 2022 and held it in 8 quarters.
  • Abound Wealth Management's People Inc position peaked at $226 in Q3 2022.
  • 44 funds tracked by Wall St. Rank held People Inc as of Q2 2026.

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