Accel Wealth Management Closed Holding Positions

Accel Wealth Management

  • $328 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Draftkings Inc Com Cl A
Q2 2022 Filed on Aug 03, 2022
110
N/A
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
Q2 2022 Filed on Aug 03, 2022
555
$49.13 - $51.51 $27.3K - $28.6K
Anaplan Inc Com
Q2 2022 Filed on Aug 03, 2022
340
N/A
NTAP
Net App, Inc.

Technology
Q2 2022 Filed on Aug 03, 2022
100
$63.29 - $83.65 $6.33K - $8.37K
EVC
Entravision Communications Corp

Communication Services
Q2 2022 Filed on Aug 03, 2022
1,000
$4.24 - $6.51 $4.24K - $6.51K
BDC
Belden Inc.

Technology
Q2 2022 Filed on Aug 03, 2022
200
$48.47 - $59.37 $9.69K - $11.9K
TKR
Timken CO

Industrials
Q2 2022 Filed on Aug 03, 2022
600
$51.81 - $64.45 $31.1K - $38.7K
LITE
Lumentum Holdings Inc.

Technology
Q2 2022 Filed on Aug 03, 2022
125
$75.21 - $95.5 $9.4K - $11.9K
Grand Traverse Academy Mich Pu Rev And Refunding Bds Clbl
Q2 2022 Filed on Aug 03, 2022
30
N/A
Lee Enterprises Inc Com
Q2 2022 Filed on Aug 03, 2022
48
N/A
JNPR
Juniper Networks Inc

Technology
Q2 2022 Filed on Aug 03, 2022
55
$27.63 - $36.83 $1.52K - $2.03K
FFIV
F5, Inc.

Technology
Q2 2022 Filed on Aug 03, 2022
10
$149.14 - $213.92 $1.49K - $2.14K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
Q2 2022 Filed on Aug 03, 2022
300
$49.49 - $49.83 $14.8K - $14.9K
INTU
Intuit Inc

Technology
Q2 2022 Filed on Aug 03, 2022
7
$353.31 - $505.65 $2.47K - $3.54K
Goldman Sachs Bk Usa New York Cd
Q2 2022 Filed on Aug 03, 2022
6
N/A
Intricom Corp Com
Q2 2022 Filed on Aug 03, 2022
530
N/A
MARA
Marathon Digital Holdings, Inc.

Financial Services
Q2 2022 Filed on Aug 03, 2022
2,425
$5.34 - $28.92 $12.9K - $70.1K
DVYE
Ishares Emerging Markets Divid

ETFs
Q2 2022 Filed on Aug 03, 2022
700
$26.42 - $34.16 $18.5K - $23.9K
ANIX
Anixa Biosciences Inc

Healthcare
Q2 2022 Filed on Aug 03, 2022
1,250
$2.55 - $4.1 $3.19K - $5.13K
MJ
ETF Managers Tr Etfmg Alternat

ETFs
Q2 2022 Filed on Aug 03, 2022
350
$5.8 - $10.48 $2.03K - $3.67K
PETS
Petmed Express Inc

Healthcare
Q2 2022 Filed on Aug 03, 2022
300
$19.9 - $26.13 $5.97K - $7.84K
SPTN
Spartan Nash CO

Consumer Defensive
Q2 2022 Filed on Aug 03, 2022
600
$29.37 - $35.92 $17.6K - $21.6K
TECK
Teck Resources LTD

Basic Materials
Q2 2022 Filed on Aug 03, 2022
200
$30.57 - $45.74 $6.11K - $9.15K
FYC
First Trust Small Cap Growth A

ETFs
Q2 2022 Filed on Aug 03, 2022
6
$52.17 - $69.13 $313 - $415
Osi ETF Trust Oshares Us Quality Div ETF
Q2 2022 Filed on Aug 03, 2022
846
N/A
AFRM
Affirm Holdings, Inc.

Technology
Q2 2022 Filed on Aug 03, 2022
750
$14.63 - $47.7 $11K - $35.8K
NICE
Nice Ltd.

Technology
Q2 2022 Filed on Aug 03, 2022
27
$182.69 - $232.83 $4.93K - $6.29K
TDC
Teradata Corp

Technology
Q2 2022 Filed on Aug 03, 2022
145
$33.76 - $49.18 $4.9K - $7.13K
AU
Anglogold Ashanti LTD

Basic Materials
Q2 2022 Filed on Aug 03, 2022
129
$14.79 - $24.47 $1.91K - $3.16K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
Q2 2022 Filed on Aug 03, 2022
11
$102.76 - $125.99 $1.13K - $1.39K
Bae Systems Com
Q2 2022 Filed on Aug 03, 2022
200
N/A
Surgalign Holdings Inc Com
Q2 2022 Filed on Aug 03, 2022
7,000
N/A
ASIX
Advan Six Inc.

Basic Materials
Q2 2022 Filed on Aug 03, 2022
6
$31.39 - $53.48 $188 - $321
RS
Reliance Steel & Aluminum CO

Basic Materials
Q2 2022 Filed on Aug 03, 2022
300
$163.47 - $211.43 $49K - $63.4K
NP
Neenah Inc
Q2 2022 Filed on Aug 03, 2022
100
$31.92 - $41.8 $3.19K - $4.18K
Agf Investments Tr Agfiq Hedged Div ETF
Q2 2022 Filed on Aug 03, 2022
1,644
N/A
World Gold Trust Spdr Gld Minis ETF
Q1 2022 Filed on Apr 29, 2022
383
N/A
ALLE
Allegion PLC

Industrials
Q1 2022 Filed on Apr 29, 2022
27
$109.56 - $132.4 $2.96K - $3.57K
ACN
Accenture PLC

Technology
Q1 2022 Filed on Apr 29, 2022
13
$301.62 - $407.21 $3.92K - $5.29K
IIGD
Invesco Exch Trd Self Indexed

ETFs
Q1 2022 Filed on Apr 29, 2022
4,075
$24.82 - $26.12 $101K - $106K
AAL
American Airlines Group Inc.

Industrials
Q1 2022 Filed on Apr 29, 2022
500
$12.84 - $19.34 $6.42K - $9.67K
PPL
Ppl Corp

Utilities
Q1 2022 Filed on Apr 29, 2022
1,200
$25.45 - $30.25 $30.5K - $36.3K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
Q1 2022 Filed on Apr 29, 2022
452
$24.79 - $30.83 $11.2K - $13.9K
MN
Manning & Napier, Inc.

Financial Services
Q1 2022 Filed on Apr 29, 2022
5,945
$7.69 - $9.34 $45.7K - $55.5K
TXT
Textron Inc

Industrials
Q1 2022 Filed on Apr 29, 2022
26
$66.65 - $78.25 $1.73K - $2.03K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
Q1 2022 Filed on Apr 29, 2022
70
$85.0 - $96.56 $5.95K - $6.76K
SPMD
Spdr Portfolio

ETFs
Q1 2022 Filed on Apr 29, 2022
2,390
$44.15 - $50.14 $106K - $120K
TRN
Trinity Industries Inc

Industrials
Q1 2022 Filed on Apr 29, 2022
282
$27.57 - $35.32 $7.77K - $9.96K
RDS-A
Shell PLC

Energy
Q1 2022 Filed on Apr 29, 2022
748
$44.64 - $55.71 $33.4K - $41.7K
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