Accel Wealth Management Purchases and Sells in Q3 2025

Accel Wealth Management

$328 Million
Q3 2025

Top Buys

Incresed Positions

111 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHG	60K + 18.2%	$28.92 - $32.19 $1.73M - $1.93M	389K $12.4M
CGDV	58K + 91.2%	$39.59 - $42.21 $2.3M - $2.45M	122K $5.11M
JAAA	49.9K + 131.38%	$50.53 - $50.82 $2.52M - $2.54M	87.9K $4.45M
CGGR	49K + 93.31%	$40.2 - $44.58 $1.97M - $2.18M	101K $4.46M
DFIV	46.5K + 199.31%	$42.66 - $46.53 $1.98M - $2.16M	69.8K $3.22M
RDVY	26.6K + 43.18%	$62.38 - $67.29 $1.66M - $1.79M	88.3K $5.94M

New Holdings

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SMH	2.84K New	$275.84 - $326.36 $784K - $928K	2.84K $928K
SPEU	13.6K New	$47.07 - $50.11 $642K - $684K	13.6K $679K
DSEP	14K New	$42.35 - $44.2 $591K - $617K	14K $617K
NLR	3.66K New	$105.16 - $140.03 $384K - $512K	3.66K $495K
UUUU	28K New	$5.59 - $17.26 $157K - $484K	28K $430K
MRVL	3.86K New	$62.31 - $84.07 $241K - $325K	3.86K $324K

Top Sells

Reduced Positions

131 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VDE	-8.24K - 34.5%	$118.37 - $129.65 $975K - $1.07M	15.6K $1.95M
CSB	-12K - 34.21%	$55.33 - $60.22 $663K - $722K	23.1K $1.36M
DE	-244 - 3.37%	$457.26 - $524.37 $112K - $128K	7K $3.2M
VHT	-2.16K - 27.13%	$239.12 - $259.95 $517K - $562K	5.81K $1.51M
AMZN	-1.85K - 5.59%	$211.65 - $238.24 $391K - $440K	31.2K $6.85M
ICF	-5.91K - 62.91%	$59.57 - $62.89 $352K - $372K	3.49K $214K

Activity Summary All Purchases 135 New Holdings 24 Increased Positions 111 All Sells 131 Reductions 131 Sold out 0 Calls 0 Puts 0

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