Abundance Wealth Counselors Purchases and Sells in Q2 2025

Abundance Wealth Counselors

$534 Million
Q2 2025

Top Buys

Incresed Positions

80 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	319 + 0.16%	$498.8 - $620.9 $159K - $198K	195K $120M
BLACKROCK ETF TRUST	20.5K + 2.11%	N/A	993K $28.6M
NVDA	375 + 0.47%	$94.31 - $157.99 $35.4K - $59.2K	79.5K $12.9M
ACWX	11.1K + 2.18%	$49.48 - $61.22 $549K - $680K	519K $31.7M
MSFT	764 + 3.48%	$354.56 - $497.45 $271K - $380K	22.7K $11.2M
AVGO	1.76K + 15.39%	$146.29 - $275.65 $257K - $485K	13.2K $3.82M

New Holdings

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EA SERIES TRUST	245K New	N/A	245K $7.87M
INNVENTURE INC	754K New	N/A	754K $3.62M
HPE	71.8K New	$12.51 - $20.45 $898K - $1.47M	71.8K $1.47M
RF	53.2K New	$18.34 - $23.52 $975K - $1.25M	53.2K $1.25M
HST	78.7K New	$12.7 - $16.07 $1M - $1.27M	78.7K $1.21M
EASTERLY GOVT PPTYS INC	34.2K New	N/A	34.2K $760K

Top Sells

Reduced Positions

56 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XBI	-168K - 93.9%	$69.8 - $85.28 $11.7M - $14.3M	10.9K $1.02M
IBM	-7.57K - 50.56%	$221.03 - $294.78 $1.67M - $2.23M	7.4K $2.18M
INTC	-26K - 62.14%	$18.13 - $22.69 $472K - $590K	15.9K $435K
ISTB	-12.1K - 5.24%	$47.89 - $48.65 $578K - $587K	218K $10.6M
BCI	-1.17K - 0.2%	$19.55 - $21.78 $22.8K - $25.4K	596K $12.4M
ABBV	-247 - 1.48%	$170.16 - $206.27 $42K - $50.9K	16.4K $3.05M

Activity Summary All Purchases 100 New Holdings 20 Increased Positions 80 All Sells 56 Reductions 56 Sold out 0 Calls 0 Puts 0

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