Accel Wealth Management Reduced Holdings in Q3 2024

Accel Wealth Management

  • $263 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FTSL
First Trust Senior Ln Fund

ETFs
-69.1K
- 59.34%
$45.51 - $46.26 $3.15M - $3.2M
47.4K $2.17M
GLD
Spdr Gold Trust

ETFs
-12.9K
- 76.49%
$215.56 - $246.98 $2.79M - $3.2M
3.98K $967K
VNLA
Janus Henderson Short Duration

ETFs
-18.1K
- 7.57%
$48.34 - $49.08 $875K - $888K
221K $10.8M
SRLN
Ssga Active Trust

ETFs
-17.1K
- 64.6%
$40.93 - $41.85 $701K - $717K
9.39K $392K
PG
Procter & Gamble CO

Consumer Defensive
-4.68K
- 31.08%
$160.76 - $177.82 $752K - $832K
10.4K $1.8M
PGF
Invesco Exchange Traded Fd Tr

ETFs
-41.1K
- 38.69%
$14.7 - $15.89 $604K - $652K
65.1K $1.02M
DVN
Devon Energy Corp

Energy
-6.82K
- 33.24%
$37.87 - $48.65 $258K - $332K
13.7K $535K
JPEM
Jp Morgan Diversified Return

ETFs
-3.67K
- 23.29%
$52.23 - $56.96 $192K - $209K
12.1K $684K
CVX
Chevron Corp

Energy
-517
- 6.86%
$137.88 - $161.97 $71.3K - $83.7K
7.02K $1.03M
PID
Invesco Exchange Traded Fd Tr

ETFs
-7.77K
- 11.22%
$17.85 - $17.85 $139K - $139K
61.4K $1.1M
MU
Micron Technology Inc

Technology
-51
- 1.2%
$86.27 - $136.82 $4.4K - $6.98K
4.21K $436K
FCX
Freeport Mcmoran Inc

Basic Materials
-2.42K
- 34.33%
$39.52 - $51.92 $95.5K - $125K
4.62K $230K
FTGC
First Trust Global Tactical CO

ETFs
-4.31K
- 16.9%
$22.3 - $24.39 $96.2K - $105K
21.2K $502K
TIP
Ishares Tr Tips Bd ETF

ETFs
-966
- 32.08%
$105.92 - $110.83 $102K - $107K
2.05K $225K
GOOG
Alphabet Inc.

Communication Services
-141
- 3.23%
$149.54 - $192.66 $21.1K - $27.2K
4.22K $706K
MRK
Merck & Co., Inc.

Healthcare
-237
- 3.94%
$111.15 - $128.97 $26.3K - $30.6K
5.78K $655K
GS
Goldman Sachs Group Inc

Financial Services
-239
- 27.1%
$459.02 - $510.25 $110K - $122K
643 $318K
ARCC
Ares Capital Corp

Financial Services
-3.95K
- 7.94%
$19.8 - $21.28 $78.1K - $84K
45.8K $958K
ADM
Archer Daniels Midland CO

Consumer Defensive
-1.07K
- 8.15%
$57.96 - $65.72 $61.9K - $70.2K
12K $719K
TROW
Price T Rowe Group Inc

Financial Services
-332
- 6.62%
$101.71 - $120.75 $33.8K - $40.1K
4.68K $510K
BP
Bp PLC

Energy
-277
- 2.42%
$30.78 - $37.05 $8.53K - $10.3K
11.2K $350K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-154
- 3.53%
$169.92 - $205.38 $26.2K - $31.6K
4.21K $805K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-8.87K
- 13.21%
$11.52 - $12.52 $102K - $111K
58.2K $719K
FPX
First Trust Us Equity Opportun

ETFs
-803
- 22.88%
$92.33 - $110.55 $74.1K - $88.8K
2.71K $298K
CSCO
Cisco Systems, Inc.

Technology
-2.31K
- 16.24%
$44.74 - $53.22 $103K - $123K
11.9K $634K
ATI
Allegheny Technologies Inc

Industrials
-1.34K
- 30.94%
$54.26 - $67.71 $72.8K - $90.9K
3K $200K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
-883
- 16.09%
$43.21 - $49.0 $38.2K - $43.3K
4.61K $222K
FV
First Trust Dorsey Wright Focu

ETFs
-1.11K
- 2.95%
$51.35 - $59.82 $57K - $66.5K
36.5K $2.13M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-1.48K
- 9.61%
$25.19 - $26.39 $37.3K - $39K
13.9K $365K
LLY
Eli Lilly & CO

Healthcare
-3
- 0.3%
$772.14 - $960.02 $2.32K - $2.88K
1.01K $897K
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
-2.04K
- 13.28%
$12.63 - $13.72 $25.8K - $28K
13.3K $179K
BAC
Bank Of America Corp

Financial Services
-458
- 2.46%
$36.65 - $44.13 $16.8K - $20.2K
18.2K $720K
C
Citigroup Inc

Financial Services
-231
- 4.72%
$56.11 - $67.61 $13K - $15.6K
4.66K $291K
XOM
Exxon Mobil Corp

Energy
-286
- 4.28%
$109.72 - $119.0 $31.4K - $34K
6.39K $749K
UPS
United Parcel Service Inc

Industrials
-123
- 6.91%
$123.32 - $147.38 $15.2K - $18.1K
1.66K $225K
EOG
Eog Resources Inc

Energy
-100
- 5.26%
$117.9 - $132.65 $11.8K - $13.3K
1.8K $221K
VIG
Vanguard Dividend Appreciation

ETFs
-66
- 0.49%
$182.15 - $182.15 $12K - $12K
13.4K $2.45M
PFF
Ishares Trust Ishares Pfd And

ETFs
-2.99K
- 6.13%
$31.18 - $33.5 $93.4K - $100K
45.9K $1.52M
KULR
Kulr Technology Group, Inc.

Technology
-2.62K
- 3.59%
$0.21 - $0.39 $550 - $1.02K
70.5K $19K
PRU
Prudential Financial Inc

Financial Services
-549
- 3.61%
$105.53 - $127.32 $57.9K - $69.9K
14.6K $1.77M
WCN
Waste Connections, Inc.

Industrials
-50
- 4.23%
$173.92 - $186.5 $8.7K - $9.33K
1.13K $202K
WMB
Williams Companies, Inc.

Energy
-470
- 8.67%
$41.24 - $46.22 $19.4K - $21.7K
4.95K $226K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-200
- 4.36%
$56.04 - $62.99 $11.2K - $12.6K
4.39K $268K
First Tr Exchng Traded Fd Vi
-1.74K
- 5.84%
N/A
28.1K $0
First Tr Exchng Traded Fd Vi
-6.77K
- 20.0%
N/A
27.1K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-2.25K
- 17.94%
N/A
10.3K $0
Peakstone Realty Trust
-650
- 5.46%
N/A
11.3K $0
BBLU
Ea Ser Tr Ea Bridgeway Blue Ch
-1.57K
- 5.56%
N/A
26.7K $0
XLB
Select Sector Spdr Fd Material

ETFs
-207
- 7.95%
$86.95 - $97.09 $18K - $20.1K
2.4K $231K
Activity Summary
Buys All Purchases 141 New Holdings 30 Increased Positions 111 Sells All Sells 104 Reductions 104 Sold out 0 Options Calls 0 Puts 0
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