Abound Wealth Management New Holdings in Q2 2025

Abound Wealth Management

  • $354 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ZION
Zions Bancorporation, National Association

Financial Services
7.31K
New
$41.39 - $51.94 $303K - $380K
7.31K $380M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.95K
New
$79.56 - $82.92 $155K - $162K
1.95K $162M
SOXL
Direxion Daily Semiconductor B

ETFs
5.4K
New
$8.25 - $25.2 $44.6K - $136K
5.4K $136M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.03K
New
$77.94 - $79.5 $80K - $81.6K
1.03K $81.6M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
1.58K
New
$48.46 - $50.2 $76.4K - $79.2K
1.58K $78.3M
QJUN
First Tr ETF
2.3K
New
$24.35 - $29.57 $56K - $68K
2.3K $68M
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
1.4K
New
$39.23 - $45.02 $54.9K - $63K
1.4K $63M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
1.07K
New
$46.22 - $57.51 $49.6K - $61.7K
1.07K $61.6M
Rbb Fd Inc
1.86K
New
N/A
1.86K $56.6M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.06K
New
$51.68 - $52.76 $54.6K - $55.7K
1.06K $55.7M
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
1.1K
New
$38.3 - $44.42 $42.1K - $48.9K
1.1K $48.9M
PARA
Paramount Global

Communication Services
3.69K
New
$10.65 - $12.9 $39.3K - $47.6K
3.69K $47.6M
Fidelity Covington Trust
1.09K
New
N/A
1.09K $40.5M
FDN
First Tr Fd Dow Jones

ETFs
150
New
$200.29 - $269.33 $30K - $40.4K
150 $40.4M
ASH
Ashland Global Holdings Inc

Basic Materials
791
New
$46.53 - $57.87 $36.8K - $45.8K
791 $39.8M
First Tr Exchng Traded Fd Vi
1K
New
N/A
1K $37.2M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
809
New
$43.63 - $45.4 $35.3K - $36.7K
809 $36.1M
First Tr Exchng Traded Fd Vi
920
New
N/A
920 $35.6M
Oaktree Specialty Lending CO
2.58K
New
N/A
2.58K $35.2M
FDLO
Fidelity Covington Tr Low Vola

ETFs
529
New
$54.44 - $62.8 $28.8K - $33.2K
529 $33.2M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
2.97K
New
$10.78 - $11.28 $32K - $33.5K
2.97K $33.1M
FTCS
First Trust Capital Strength E

ETFs
350
New
$81.6 - $92.39 $28.6K - $32.3K
350 $31.8M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
500
New
$43.86 - $51.74 $21.9K - $25.9K
500 $25.9M
First Tr Exchng Traded Fd Vi
1K
New
N/A
1K $24M
FIW
First Trust Water ETF

ETFs
200
New
$90.26 - $108.05 $18.1K - $21.6K
200 $21.6M
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
454
New
$38.96 - $44.84 $17.7K - $20.4K
454 $20.4M
FVD
First Tr Value Line Divid Inde

ETFs
450
New
$40.62 - $45.12 $18.3K - $20.3K
450 $20.1M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
632
New
$25.57 - $26.34 $16.2K - $16.6K
632 $16.5M
American Battery Technology
10K
New
N/A
10K $16.2M
Wedbush Ser Tr
565
New
N/A
565 $15.3M
Hennessy Fds Tr
490
New
N/A
490 $15.1M
SCHR
Schwab Intermediate Term Us Tr

ETFs
506
New
$24.54 - $25.07 $12.4K - $12.7K
506 $12.7M
YMAR
First Tr Ex Tr Viii Cboe Vest
495
New
$22.43 - $25.58 $11.1K - $12.7K
495 $12.6M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
272
New
$45.2 - $46.6 $12.3K - $12.7K
272 $12.6M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
1.09K
New
$10.59 - $11.48 $11.5K - $12.5K
1.09K $12.5M
YJUN
First Tr Exchange Traded Fd Vi
475
New
$21.32 - $24.75 $10.1K - $11.8K
475 $11.6M
PSN
Parsons Corp

Industrials
155
New
$58.88 - $71.77 $9.13K - $11.1K
155 $11.1M
COIN
Coinbase Global, Inc.

Technology
24
New
$151.47 - $375.07 $3.64K - $9K
24 $8.41M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
106
New
$59.24 - $71.39 $6.28K - $7.57K
106 $7.55M
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
230
New
$25.96 - $30.87 $5.97K - $7.1K
230 $7.13M
VNQI
Vanguard Global Ex U.S. Real

ETFs
153
New
$37.77 - $46.15 $5.78K - $7.06K
153 $7.06M
HYD
Vaneck High Yield Muni ETF

ETFs
126
New
$49.08 - $51.35 $6.18K - $6.47K
126 $6.33M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
62
New
$85.42 - $94.39 $5.3K - $5.85K
62 $5.82M
VOOV
Vanguard S&P 500 Value ETF

ETFs
30
New
$162.65 - $188.71 $4.88K - $5.66K
30 $5.66M
SPIB
Spdr Portfolio Intermediate Te

ETFs
167
New
$32.62 - $33.58 $5.45K - $5.61K
167 $5.61M
RF
Regions Financial Corp

Financial Services
232
New
$18.34 - $23.52 $4.25K - $5.46K
232 $5.46M
Tidal Trust I
41
New
N/A
41 $4.84M
PDN
Invesco Fd Tr

ETFs
120
New
$30.37 - $38.92 $3.64K - $4.67K
120 $4.67M
Aim ETF Products Trust
140
New
N/A
140 $4.47M
Activity Summary
Buys All Purchases 321 New Holdings 86 Increased Positions 235 Sells All Sells 257 Reductions 256 Sold out 1 Options Calls 0 Puts 0
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