Abound Wealth Management’s RUM Group Inc RUM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.03K	Hold	635	–	–	﹤0.01%	636
2026 Q1	$3.24K	Hold	635	–	–	﹤0.01%	817
2025 Q4	$4.01K	Hold	635	–	–	﹤0.01%	726
2025 Q3	$4.6K	Hold	635	–	–	﹤0.01%	664
2025 Q2	$5.7K	Hold	635	–	–	﹤0.01%	547
2025 Q1	$4.49K	Hold	635	–	–	﹤0.01%	562
2024 Q4	$8.26K	Hold	635	–	–	﹤0.01%	428
2024 Q3	$3.4K	Hold	635	–	–	﹤0.01%	627
2024 Q2	$3.52K	Hold	635	–	–	﹤0.01%	559
2024 Q1	$5.13K	Buy	+635	New	+$4.1K	﹤0.01%	513
2023 Q4	–	Sell	-590	Closed	-$3.01K	–	1390
2023 Q3	$3.01K	Hold	590	–	–	﹤0.01%	558
2023 Q2	$5.26K	Buy	+590	New	+$5.55K	﹤0.01%	467

Other funds holding RUM

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

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

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return