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Abound Wealth Management’s AXS Real Estate Income ETF RINC Stock Holding History

Abound Wealth Management’s Portfolio RINC Stock Details RINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-301
Closed -$7.34K – 1325
2024
Q3 		$7.34K Buy
+301
New +$7.23K ﹤0.01% 471

Other funds holding RINC

FA
Flagstar Advisors New York $330M AUM 30.46% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
T
Transce3nd Kyle, Texas $11.3M AUM 16.53% 1-Year Est. Return

Abound Wealth Management's RINC Position: Q4 2024 in Review

Abound Wealth Management sold out of AXS Real Estate Income ETF (RINC) in Q4 2024, closing a stake of 301 shares — an estimated $7.34K sold.

Abound Wealth Management first reported a position in RINC in Q3 2024 and held it in 1 quarter. The position peaked at $7.34K in Q3 2024. 17 funds tracked by Wall St. Rank hold RINC as of Q4 2024.

  • Abound Wealth Management reported no remaining AXS Real Estate Income ETF position as of Q4 2024 after selling out during the quarter.
  • Abound Wealth Management sold 301 AXS Real Estate Income ETF shares in Q4 2024, an estimated $7.34K.
  • Abound Wealth Management first reported a position in AXS Real Estate Income ETF in Q3 2024 and held it in 1 quarter.
  • Abound Wealth Management's AXS Real Estate Income ETF position peaked at $7.34K in Q3 2024.
  • 17 funds tracked by Wall St. Rank held AXS Real Estate Income ETF as of Q4 2024.

Based on Abound Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.