Accel Wealth Management Closed Holding Positions

Accel Wealth Management

  • $263 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
WU
Western Union CO

Financial Services
Q3 2021 Filed on Nov 04, 2021
77
$19.84 - $23.58 $1.53K - $1.82K
SPCE
Virgin Galactic Holdings, Inc

Industrials
Q3 2021 Filed on Nov 04, 2021
200
$22.56 - $52.69 $4.51K - $10.5K
Vereit Inc 6.7 Percent Pfd Serf Clbl
Q3 2021 Filed on Nov 04, 2021
440
N/A
New Hope Cultural Ed Facs Fin Rev Bds Clbl
Q3 2021 Filed on Nov 04, 2021
15
N/A
USL
United States 12 Month Oil Fund, LP

ETFs
Q3 2021 Filed on Nov 04, 2021
683
$22.52 - $27.24 $15.4K - $18.6K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 04, 2021
6
$323.67 - $389.9 $1.94K - $2.34K
Eagle Bulk Shipping Inc Warrant
Q3 2021 Filed on Nov 04, 2021
23
N/A
SWBI
Smith & Wesson Brands, Inc.

Industrials
Q3 2021 Filed on Nov 04, 2021
236
$20.66 - $35.4 $4.88K - $8.35K
UFO
Procure ETF Tr Ii Procure Spac

ETFs
Q3 2021 Filed on Nov 04, 2021
200
$28.52 - $31.74 $5.7K - $6.35K
CTXS
Citrix Systems Inc

Technology
Q3 2021 Filed on Nov 04, 2021
20
$99.0 - $118.93 $1.98K - $2.38K
Bac Capital Trust Xiii Trust Certificate Perp M/W Qtr
Q3 2021 Filed on Nov 04, 2021
20
N/A
BHP
Bhp Group LTD

Basic Materials
Q3 2021 Filed on Nov 04, 2021
35
$46.89 - $71.58 $1.64K - $2.51K
Iowa St Rev Ref Bds Clbl
Q3 2021 Filed on Nov 04, 2021
20
N/A
Florida Dev Fin Corp Sr Living Rev Bds Clbl
Q3 2021 Filed on Nov 04, 2021
50
N/A
BLOZF
Cannabix Technologies Inc. Ord
Q3 2021 Filed on Nov 04, 2021
1,000
$0.65 - $1.03 $650 - $1.03K
Louisiana Loc Govt Environment Rev Bds Clbl
Q3 2021 Filed on Nov 04, 2021
20
N/A
LSI
Life Storage, Inc.

Real Estate
Q3 2021 Filed on Nov 04, 2021
45
$107.8 - $129.09 $4.85K - $5.81K
LRCX
Lam Research Corp

Technology
Q3 2021 Filed on Nov 04, 2021
28
$565.97 - $649.78 $15.8K - $18.2K
KSS
Kohls Corp

Consumer Cyclical
Q3 2021 Filed on Nov 04, 2021
47
$47.09 - $60.18 $2.21K - $2.83K
Advaxis Inc Com
Q3 2021 Filed on Nov 04, 2021
66
N/A
CNYA
Ishares Tr Msci China A ETF (D

ETFs
Q3 2021 Filed on Nov 04, 2021
4,855
$40.09 - $44.43 $195K - $216K
GUSH
Direxion Shs ETF Tr Daily S&P

ETFs
Q3 2021 Filed on Nov 04, 2021
100
$13.25 - $25.2 $1.33K - $2.52K
Iowa Higher Ed Ln Auth Rev Ref Bds Rev Clbl
Q3 2021 Filed on Nov 04, 2021
25
N/A
Iowa Higher Ed Ln Auth Rev Ref Bds Rev Clbl
Q3 2021 Filed on Nov 04, 2021
25
N/A
FL
Foot Locker, Inc.

Consumer Cyclical
Q3 2021 Filed on Nov 04, 2021
54
$45.66 - $63.33 $2.47K - $3.42K
Atlantic City New Jersey Go Bds Clbl
Q3 2021 Filed on Nov 04, 2021
20
N/A
IDCC
Inter Digital, Inc.

Communication Services
Q3 2021 Filed on Nov 04, 2021
550
$64.21 - $75.09 $35.3K - $41.3K
ARGX
Argenx Se

Healthcare
Q3 2021 Filed on Nov 04, 2021
23
$295.0 - $350.58 $6.79K - $8.06K
Pennsylvania St Higher Edl Fac Rev Bds Clbl
Q3 2021 Filed on Nov 04, 2021
25
N/A
PACB
Pacific Biosciences Of California, Inc.

Healthcare
Q3 2021 Filed on Nov 04, 2021
195
$24.86 - $35.02 $4.85K - $6.83K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
Q3 2021 Filed on Nov 04, 2021
1,695
$15.6 - $16.43 $26.4K - $27.8K
GLPG
Galapagos Nv

Healthcare
Q3 2021 Filed on Nov 04, 2021
22
$52.17 - $70.2 $1.15K - $1.54K
New Oriental Education And Tec Adr
Q3 2021 Filed on Nov 04, 2021
170
N/A
General Electric CO Com
Q3 2021 Filed on Nov 04, 2021
3,919
N/A
Goldman Sachs Capital Ii Note Perp M/W Qtrly Clbl Var
Q3 2021 Filed on Nov 04, 2021
45
N/A
New Jersey Economic Dev Auth R Sch Facs Constr Bds Rev Clbl
Q3 2021 Filed on Nov 04, 2021
30
N/A
Navios Maritime Acquisition CO Com
Q2 2021 Filed on Aug 03, 2021
400
N/A
Star Peak Energy Transition CO Com Cl A
Q2 2021 Filed on Aug 03, 2021
100
N/A
Constellation Pharmas Inc Com
Q2 2021 Filed on Aug 03, 2021
250
N/A
Frontier Communications Corp Com
Q2 2021 Filed on Aug 03, 2021
1
N/A
DG
Dollar General Corp

Consumer Defensive
Q2 2021 Filed on Aug 03, 2021
22
$197.15 - $220.2 $4.34K - $4.84K
CPG
Crescent Point Energy Corp.

Energy
Q2 2021 Filed on Aug 03, 2021
300
$3.63 - $4.8 $1.09K - $1.44K
BEN
Franklin Resources Inc

Financial Services
Q2 2021 Filed on Aug 03, 2021
1,600
$28.67 - $35.74 $45.9K - $57.2K
NJR
New Jersey Resources Corp

Utilities
Q2 2021 Filed on Aug 03, 2021
375
$39.56 - $44.15 $14.8K - $16.6K
Fbl Financial Group Inc Com Cl A
Q2 2021 Filed on Aug 03, 2021
504
N/A
Seagate Technology PLC Com
Q2 2021 Filed on Aug 03, 2021
62
N/A
Valaris PLC Com Cl A
Q2 2021 Filed on Aug 03, 2021
8
N/A
RKT
Rocket Companies, Inc.

Financial Services
Q2 2021 Filed on Aug 03, 2021
831
$16.58 - $22.98 $13.8K - $19.1K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
Q2 2021 Filed on Aug 03, 2021
1,850
$52.51 - $53.35 $97.1K - $98.7K
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