Abound Wealth Management’s StoneX SNEX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$474	Hold	4	–	–	﹤0.01%	954
2026 Q1	$323	Sell	4 -1	-20%	-$76	﹤0.01%	1118
2025 Q4	$286	Hold	5	–	–	﹤0.01%	1068
2025 Q3	$303	Hold	5	–	–	﹤0.01%	1006
2025 Q2	$274	Hold	5	–	–	﹤0.01%	943
2025 Q1	$230	Hold	5	–	–	﹤0.01%	938
2024 Q4	$196	Hold	5	–	–	﹤0.01%	1079
2024 Q3	$164	Sell	5 -9	-64%	-$318	﹤0.01%	1256
2024 Q2	$452	Hold	14	–	–	﹤0.01%	857
2024 Q1	$422	Hold	14	–	–	﹤0.01%	963
2023 Q4	$443	Hold	14	–	–	﹤0.01%	973
2023 Q3	$388	Hold	14	–	–	﹤0.01%	902
2023 Q2	$333	Buy	+14	New	+$375	﹤0.01%	1007

Other funds holding SNEX

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

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

Handelsbanken Fonder

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

FCG Investment Company Germantown, Tennessee $289M AUM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

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

GK Wealth Management Reno, Nevada $165M AUM 66.42% 1-Year Est. Return

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

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return