AWM
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Abound Wealth Management’s Hennessy Sustainable ETF STNC Stock Holding History

Abound Wealth Management’s Portfolio STNC Stock Details STNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-490
Closed -$15.1K – 1408
2025
Q2 		$15.1K Buy
+490
New +$14.5K ﹤0.01% 380

Other funds holding STNC

SC
Stance Capital Boston, Massachusetts $206M AUM 22.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Abound Wealth Management's STNC Position: Q3 2025 in Review

Abound Wealth Management sold out of Hennessy Sustainable ETF (STNC) in Q3 2025, closing a stake of 490 shares — an estimated $15.1K sold.

Abound Wealth Management first reported a position in STNC in Q2 2025 and held it in 1 quarter. The position peaked at $15.1K in Q2 2025. 21 funds tracked by Wall St. Rank hold STNC as of Q3 2025.

  • Abound Wealth Management reported no remaining Hennessy Sustainable ETF position as of Q3 2025 after selling out during the quarter.
  • Abound Wealth Management sold 490 Hennessy Sustainable ETF shares in Q3 2025, an estimated $15.1K.
  • Abound Wealth Management first reported a position in Hennessy Sustainable ETF in Q2 2025 and held it in 1 quarter.
  • Abound Wealth Management's Hennessy Sustainable ETF position peaked at $15.1K in Q2 2025.
  • 21 funds tracked by Wall St. Rank held Hennessy Sustainable ETF as of Q3 2025.

Based on Abound Wealth Management's 13F filing for Q3 2025, filed 10 Oct 2025.