Accel Wealth Management Closed Holding Positions

Accel Wealth Management

  • $257 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
EWT
Ishares Inc Msci Taiwan ETF

ETFs
Q1 2022 Filed on Apr 29, 2022
5,643
$59.36 - $67.77 $335K - $382K
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
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
United States Treasury Notes Note
Q1 2022 Filed on Apr 29, 2022
5
N/A
Xilinx Inc Com
Q1 2022 Filed on Apr 29, 2022
35
N/A
ALLE
Allegion PLC

Industrials
Q1 2022 Filed on Apr 29, 2022
27
$109.56 - $132.4 $2.96K - $3.57K
WLL
Whiting Petroleum Corp

Energy
Q1 2022 Filed on Apr 29, 2022
78
$11.01 - $18.85 $859 - $1.47K
INFY
Infosys LTD

Technology
Q1 2022 Filed on Apr 29, 2022
211
$21.81 - $26.2 $4.6K - $5.53K
Falcon Minerals Corp Com Cl A
Q1 2022 Filed on Apr 29, 2022
12,000
N/A
EXPD
Expeditors International Of Washington Inc

Industrials
Q1 2022 Filed on Apr 29, 2022
28
$98.18 - $130.79 $2.75K - $3.66K
GOLD
Barrick Gold Corp

Basic Materials
Q1 2022 Filed on Apr 29, 2022
100
$18.02 - $25.36 $1.8K - $2.54K
Cerner Corp Com
Q1 2022 Filed on Apr 29, 2022
1,400
N/A
CWB
Spdr Bloomberg Convertible Sec

ETFs
Q1 2022 Filed on Apr 29, 2022
7,326
$71.53 - $82.66 $524K - $606K
WEBR
Weber Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 29, 2022
100
$9.83 - $12.61 $983 - $1.26K
Ford Motor Credit CO LLC Note M/W Clbl
Q1 2022 Filed on Apr 29, 2022
10
N/A
URTH
Ishares Msci World ETF

ETFs
Q1 2022 Filed on Apr 29, 2022
70
$117.55 - $136.05 $8.23K - $9.52K
World Gold Trust Spdr Gld Minis ETF
Q1 2022 Filed on Apr 29, 2022
383
N/A
EWEB
Global X Fds Emerging Mkts Int

ETFs
Q1 2022 Filed on Apr 29, 2022
400
N/A
GTE
Gran Tierra Energy Inc.

Energy
Q1 2022 Filed on Apr 29, 2022
1,000
$0.79 - $1.8 $790 - $1.8K
PBW
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on Apr 29, 2022
1,385
$50.93 - $72.96 $70.5K - $101K
MGA
Magna International Inc

Consumer Cyclical
Q1 2022 Filed on Apr 29, 2022
100
$56.88 - $89.34 $5.69K - $8.93K
Us Bancorp Dep Shs Repr Pfd Ser F
Q1 2022 Filed on Apr 29, 2022
321
N/A
OLED
Universal Display Corp Pa

Technology
Q4 2021 Filed on Jan 18, 2022
23
$141.62 - $187.37 $3.26K - $4.31K
Dallas Tex Wtrwks & Swr Sys Re Wtrwks And Swr Sys Rev Bds
Q4 2021 Filed on Jan 18, 2022
20
N/A
CSL
Carlisle Companies Inc

Industrials
Q4 2021 Filed on Jan 18, 2022
100
$200.94 - $248.12 $20.1K - $24.8K
CMPS
Compass Pathways PLC

Healthcare
Q4 2021 Filed on Jan 18, 2022
300
$21.81 - $48.96 $6.54K - $14.7K
Meredith Corp Com
Q4 2021 Filed on Jan 18, 2022
176
N/A
Columbia Property Trust Inc Com Usd0.01
Q4 2021 Filed on Jan 18, 2022
14,841
N/A
IYT
Ishares Tr U.S. Transportation

ETFs
Q4 2021 Filed on Jan 18, 2022
100
$247.47 - $279.33 $24.7K - $27.9K
Fed National Mtg Assn Cmo 2002 48 Ll
Q4 2021 Filed on Jan 18, 2022
1
N/A
Credit Suisse Nassau Trk Zt 10/06/24 Russell 1 Clbl
Q4 2021 Filed on Jan 18, 2022
61
N/A
Phenixfin Corporation Com
Q4 2021 Filed on Jan 18, 2022
275
N/A
XENE
Xenon Pharmaceuticals Inc.

Healthcare
Q4 2021 Filed on Jan 18, 2022
3,900
$15.6 - $35.4 $60.8K - $138K
RGEN
Repligen Corp

Healthcare
Q4 2021 Filed on Jan 18, 2022
95
$247.59 - $304.47 $23.5K - $28.9K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
Q4 2021 Filed on Jan 18, 2022
99
$38.35 - $47.99 $3.8K - $4.75K
FEP
First Trust Europe Alphadex Fu

ETFs
Q4 2021 Filed on Jan 18, 2022
425
$41.49 - $44.28 $17.6K - $18.8K
Amer Express Centurion Bank Cd
Q4 2021 Filed on Jan 18, 2022
6
N/A
Vine Energy Inc Com Cl A
Q4 2021 Filed on Jan 18, 2022
19
N/A
Vereit Inc 0.705:1 Exc 11/1/21 756109104
Q4 2021 Filed on Jan 18, 2022
327
N/A
Retail Prop Of America Inc Com Usd0.001 Cl A
Q3 2021 Filed on Nov 04, 2021
2,286
N/A
GSM
Ferroglobe PLC

Basic Materials
Q3 2021 Filed on Nov 04, 2021
1,000
$4.98 - $9.53 $4.98K - $9.53K
Quantum Materials Corp Com
Q3 2021 Filed on Nov 04, 2021
527,000
N/A
SPG
Simon Property Group Inc

Real Estate
Q3 2021 Filed on Nov 04, 2021
8
$117.19 - $136.42 $938 - $1.09K
PSFEWS
Paysafe LTD Wt Exp (Bmu)
Q3 2021 Filed on Nov 04, 2021
4,000
N/A
SRPT
Sarepta Therapeutics, Inc.

Healthcare
Q3 2021 Filed on Nov 04, 2021
200
$65.97 - $92.48 $13.2K - $18.5K
Whiting Petroleum Corp Warrant
Q3 2021 Filed on Nov 04, 2021
308
N/A
CXSE
Wisdomtree Tr China Ex State O

ETFs
Q3 2021 Filed on Nov 04, 2021
4,525
$51.73 - $66.66 $234K - $302K
Will Cnty Ill Cmnty High Sch D Ref Bds Clbl
Q3 2021 Filed on Nov 04, 2021
30
N/A
Whiting Petroleum Corp Warrant
Q3 2021 Filed on Nov 04, 2021
153
N/A
Track This Portfolio

Track Accel Wealth Management Portfolio

Follow Accel Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Accel Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Accel Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email