PWM
AGIG

Parkworth Wealth Management’s Abundia Global Impact Group AGIG Stock Holding History

Parkworth Wealth Management’s Portfolio AGIG Stock Details AGIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$265 Buy
+25
New +$185 ﹤0.01% 844

Other funds holding AGIG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Parkworth Wealth Management's AGIG Position: Q2 2025 in Review

Parkworth Wealth Management opened a new position in Abundia Global Impact Group (AGIG) in Q2 2025: 25 shares worth $265. The stake represents ﹤0.01% of the portfolio and ranks #844 among its holdings.

18 funds tracked by Wall St. Rank hold AGIG as of Q2 2025.

  • Parkworth Wealth Management held 25 shares of Abundia Global Impact Group worth $265 as of Q2 2025.
  • Abundia Global Impact Group was a new Parkworth Wealth Management position in Q2 2025.
  • Abundia Global Impact Group made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #844 holding.
  • 18 funds tracked by Wall St. Rank held Abundia Global Impact Group as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.