Accel Wealth Management Sells in Q2 2025

Accel Wealth Management

  • $290 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VDE
Vanguard Energy ETF

ETFs
-24.2K
- 50.37%
$105.87 - $130.56 $2.57M - $3.16M
23.9K $2.86M
AAPL
Apple Inc.

Technology
-388
- 1.3%
$172.42 - $223.89 $66.9K - $86.9K
29.5K $6.06M
PID
Invesco Exchange Traded Fd Tr

ETFs
-18.9K
- 20.37%
N/A
73.8K $1.32M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-14.3K
- 23.45%
$18.11 - $18.97 $258K - $271K
46.6K $877K
COP
Conocophillips

Energy
-1.56K
- 28.84%
$82.66 - $106.1 $129K - $166K
3.85K $345K
ABBV
Abb Vie Inc.

Healthcare
-343
- 6.63%
$170.16 - $206.27 $58.4K - $70.8K
4.83K $896K
CVX
Chevron Corp

Energy
-32
- 0.49%
$133.73 - $168.51 $4.28K - $5.39K
6.47K $925K
BHK
Blackrock Core Bond Trust

Financial Services
-6.17K
- 8.67%
$9.5 - $11.0 $58.6K - $67.9K
65K $631K
VHT
Vanguard Health Care ETF

ETFs
-48
- 0.6%
$236.71 - $261.92 $11.4K - $12.6K
7.97K $1.98M
JNJ
Johnson & Johnson

Healthcare
-238
- 3.63%
$146.36 - $159.82 $34.8K - $38K
6.32K $965K
QTWO
Q2 Holdings, Inc.

Technology
-1.59K
- 39.5%
$68.72 - $95.27 $109K - $151K
2.44K $227K
ICF
Ishares Tr

ETFs
-1.51K
- 13.85%
$54.56 - $62.47 $82.4K - $94.4K
9.4K $574K
FTGC
First Trust Global Tactical CO

ETFs
-3.05K
- 14.7%
$23.09 - $25.91 $70.5K - $79.1K
17.7K $436K
MUB
Ishares National Muni Bond ETF

ETFs
-813
- 19.03%
$102.31 - $105.8 $83.2K - $86K
3.46K $361K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-6.99K
- 14.05%
$10.78 - $11.28 $75.3K - $78.8K
42.7K $475K
RHI
Robert Half International Inc.

Industrials
-85
- 1.7%
$40.31 - $54.71 $3.43K - $4.65K
4.93K $202K
FVD
First Tr Value Line Divid Inde

ETFs
-2.04K
- 4.59%
$40.62 - $45.12 $83K - $92.2K
42.4K $1.9M
LLY
Eli Lilly & CO

Healthcare
-15
- 1.52%
$713.71 - $898.95 $10.7K - $13.5K
971 $756K
EDV
Vanguard Extended Duration Tre

ETFs
-209
- 1.38%
$62.83 - $72.45 $13.1K - $15.1K
15K $1.01M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-2.75K
- 13.59%
$17.99 - $18.99 $49.5K - $52.2K
17.5K $332K
BP
Bp PLC

Energy
-114
- 1.11%
$26.11 - $33.81 $2.98K - $3.85K
10.1K $302K
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.03K
- 2.41%
$29.0 - $30.68 $29.8K - $31.6K
41.6K $1.28M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-114
- 18.81%
$376.48 - $440.65 $42.9K - $50.2K
492 $216K
QCOM
Qualcomm Inc

Technology
-374
- 9.61%
$124.66 - $159.48 $46.6K - $59.6K
3.52K $560K
NOC
Northrop Grumman Corp

Industrials
-24
- 1.8%
$456.3 - $540.39 $11K - $13K
1.31K $656K
EOG
Eog Resources Inc

Energy
-105
- 5.71%
$104.61 - $129.97 $11K - $13.6K
1.74K $207K
MCD
Mcdonalds Corp

Consumer Cyclical
-12
- 1.08%
$285.55 - $321.23 $3.43K - $3.85K
1.1K $320K
FDL
First Tr Morningstar Dividend

ETFs
-299
- 2.05%
$38.19 - $43.19 $11.4K - $12.9K
14.3K $598K
FTSL
First Trust Senior Ln Fund

ETFs
-655
- 2.07%
$44.58 - $46.07 $29.2K - $30.2K
31K $1.42M
VZ
Verizon Communications Inc

Communication Services
-150
- 1.85%
$41.67 - $45.62 $6.25K - $6.84K
7.96K $344K
PGF
Invesco Exchange Traded Fd Tr

ETFs
-319
- 0.6%
$13.7 - $14.31 $4.37K - $4.56K
52.6K $742K
WPC
W. P. Carey Inc.

Real Estate
-184
- 1.78%
$56.12 - $64.53 $10.3K - $11.9K
10.2K $633K
KRE
Spdr S&P Regional Banking ETF

ETFs
-620
- 10.14%
$48.81 - $59.48 $30.3K - $36.9K
5.49K $326K
RYLD
Global X Fds Russell 2000 Cove

ETFs
-832
- 3.8%
$13.37 - $15.25 $11.1K - $12.7K
21K $313K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-250
- 3.14%
$51.14 - $57.0 $12.8K - $14.3K
7.72K $438K
LGOV
First Tr ETF Iv Long Duration

ETFs
-343
- 0.56%
$20.73 - $21.92 $7.11K - $7.52K
61.3K $1.31M
UNP
Union Pacific Corp

Industrials
-9
- 0.89%
$208.27 - $238.46 $1.87K - $2.15K
997 $229K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-200
- 5.22%
$47.46 - $55.3 $9.49K - $11.1K
3.63K $200K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-1.13K
- 0.71%
$14.97 - $16.79 $17K - $19K
157K $2.63M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-942
- 9.92%
$32.66 - $40.75 $30.8K - $38.4K
8.56K $346K
ILCG
Ishares Morningstar Growth ETF
-124
- 2.33%
N/A
5.2K $0
First Tr Exchng Traded Fd Vi
-1.91K
- 4.4%
N/A
41.4K $0
Kenvue Inc
-2.39K
- 11.43%
N/A
18.5K $0
TROW
Price T Rowe Group Inc

Financial Services
-188
- 4.68%
$80.27 - $98.06 $15.1K - $18.4K
3.83K $369K
First Tr Exchng Traded Fd Vi
-536
- 1.78%
N/A
29.5K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-7
- 0.03%
N/A
21.6K $0
Arm Holdings PLC
-95
- 2.63%
N/A
3.52K $0
SRLN
Ssga Active Trust

ETFs
-63
- 0.68%
$39.47 - $41.59 $2.49K - $2.62K
9.23K $383K
CRM
Salesforce, Inc.

Technology
-26
- 1.29%
$236.26 - $291.15 $6.14K - $7.57K
1.99K $541K
Activity Summary
Buys All Purchases 150 New Holdings 24 Increased Positions 126 Sells All Sells 103 Reductions 103 Sold out 0 Options Calls 0 Puts 0
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