Abound Wealth Management’s XPEL XPEL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$100	Sell	2 -2	-50%	-$91	﹤0.01%	1282
2026 Q1	$178	Hold	4	–	–	﹤0.01%	1264
2025 Q4	$200	Hold	4	–	–	﹤0.01%	1179
2025 Q3	$133	Hold	4	–	–	﹤0.01%	1257
2025 Q2	$144	Hold	4	–	–	﹤0.01%	1150
2025 Q1	$118	Hold	4	–	–	﹤0.01%	1192
2024 Q4	$160	Sell	4 -1	-20%	-$43	﹤0.01%	1156
2024 Q3	$217	Hold	5	–	–	﹤0.01%	1113
2024 Q2	$178	Hold	5	–	–	﹤0.01%	1127
2024 Q1	$271	Hold	5	–	–	﹤0.01%	1168
2023 Q4	$270	Buy	5 +2	+67%	+$107	﹤0.01%	1209
2023 Q3	$232	Hold	3	–	–	﹤0.01%	1078
2023 Q2	$253	Buy	+3	New	+$222	﹤0.01%	1114

Other funds holding XPEL

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

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

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

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return