HAUZ β€” DBX ETF TR

Ownership history in Abound Wealth Management  Β·  3 quarters on record

AI Ownership Summary

Abound Wealth Management reported DBX ETF TR (HAUZ) in 3 quarterly 13F filings from 2024 Q3 through 2026 Q1. The latest visible filing shows HAUZ at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HAUZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Abound Wealth Management's position in DBX ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

HAUZ was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Abound Wealth Management held HAUZ β€” position size vs. price
% of Fund (quarterly)    HAUZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 76 +50 +192.3% 0.00% $2K 2026-04-10 $23.69
2025 Q4 ADDED 26 +21 +420.0% 0.00% $604 2026-01-12 $24.06
2024 Q3 INITIATED 5 β€” β€” 0.00% $117 2024-11-04 $20.29

FAQ About Abound Wealth Management and HAUZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Abound Wealth Management reported owning HAUZ?

Abound Wealth Management reported HAUZ across 3 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported HAUZ position in Abound Wealth Management's portfolio?

The largest reported portfolio weight for HAUZ was 0.00% in 2026 Q1.

What is the latest reported HAUZ position on this page?

The most recent filing on this page is 2026 Q1, when Abound Wealth Management reported 76 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this HAUZ ownership page compare?

The chart compares Abound Wealth Management's quarterly HAUZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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