HoldingsChannel.com
Accel Wealth Management Top Holdings
As of  06/30/2022, below is a summary of the Accel Wealth Management top holdings by largest position size, as per the latest 13f filing made by Accel Wealth Management. In the Accel Wealth Management-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Accel Wealth Management in that top holding, then the share count change between reporting periods, and finally the Accel Wealth Management top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
ISHARES TRUST CORE DIV GRWTH ETF (DGRO) 156,694 -1,867 $7,564
     DGRO156,694-1,867$7,564
FIRST TR EXCHANGE TRADED FD IV SENIOR LN FD ETF (FTSL) 128,797 +143 $5,716
     FTSL128,797+143$5,716
VANGUARD HIGH DIV YLD ETF (VYM) 46,006 -54 $4,690
     VYM46,006-54$4,690
APPLE INC COM 25,045 -675 $3,761
     AAPL25,045-675$3,761
VANECK ETF TRUST FALLEN ANGEL HIGH YLD BD EF (ANGL) 117,681 -6,640 $3,228
     ANGL117,681-6,640$3,228
VANGUARD MCAP VL IDXVIP ETF (VOE) 24,641 +1,560 $3,219
     VOE24,641+1,560$3,219
BARCLAYS BANK PLC IPATH SHILLER CAPE ETN CLBL 159,445 -1,475 $3,052
     CAPE159,445-1,475$3,052
GLOBAL X FDS NASDAQ 100 COVER ETF (QYLD) 164,667 +692 $2,976
     QYLD164,667+692$2,976
EATON VANCE TAX ADVANTAGED DIV COM 121,363 -2,272 $2,966
     EVT121,363-2,272$2,966
AMAZON COM INC COM 24,835 +23,829 $2,820
     AMZN24,835+23,829$2,820
INVESCO EXCHANGE TRADED FD TR FINL PFD ETF (PGF) 164,943 -12,717 $2,619
     PGF164,943-12,717$2,619
INVESCO QQQ TRUST UNIT SER 1 ETF (QQQ) 8,921 -609 $2,604
     QQQ8,921-609$2,604
ABERDEEN STANDARD INVESTS ETFS ABRDN BLMBRG COMDTY LNGR DATD (BCD) 74,572 +6,879 $2,597
     BCD74,572+6,879$2,597
COHEN & STEERS INFRASTRUCTURE COM 101,521 -3,473 $2,539
     UTF101,521-3,473$2,539
SPDR GOLD TRUST GOLD SHS ETF (GLD) 14,982 +2,845 $2,382
     GLD14,982+2,845$2,382
ALPHABET INC COM CL A 1,047 -108 $2,341
     GOOGL1,047-108$2,341
TORONTO DOMINION BANK IAM COML NOTE INDEX LNKD      $2,190
     NOTE INDEX LNKD2,218+2,218$2,190
FIRST TST VALUE LI SHS ETF (FVD) 52,236 +15 $2,023
     FVD52,236+15$2,023
VANGUARD VALUE ETF (VTV) 15,128 +4,722 $2,001
     VTV15,128+4,722$2,001
PIMCO CORPORATE & INCOME OPP F COM 159,801 +2,912 $1,990
     PTY159,801+2,912$1,990
PEPSICO INC COM 11,525 -159 $1,972
     PEP11,525-159$1,972
FIRST TR EXCHANGE TRADED FD VI RISNG DIVD ACHIV ETF (RDVY) 44,992 +1,755 $1,880
     RDVY44,992+1,755$1,880
STRATEGY SHARES NS 7HANDL IDX ETF (HNDL) 87,171 -2,557 $1,817
     HNDL87,171-2,557$1,817
ISHARES TRUST PFD AND INCM SEC ETF (PFF) 52,593 -82 $1,751
     PFF52,593-82$1,751
GABELLI EQUITY TRUST INC COM 294,457 -16,009 $1,728
     GAB294,457-16,009$1,728
KINDER MORGAN INC COM 90,488 +2,442 $1,517
     KMI90,488+2,442$1,517
JPMORGAN CHASE FINL CO LLC NOTE INDEX LNKD      $1,506
     NOTE INDEX LNKD1,616+1,616$1,506
VANGUARD HEALTH CAR ETF (VHT) 6,213 -101 $1,493
     VHT6,213-101$1,493
ROYCE VALUE TRUST INC COM 102,820 +238 $1,467
     RVT102,820+238$1,467
VANGUARD CONSUM STP ETF (VDC) 7,794 +289 $1,461
     VDC7,794+289$1,461
MICROSOFT CORP COM 5,666 +616 $1,455
     MSFT5,666+616$1,455
GLOBAL X FDS US PFD ETF (PFFD) 67,285 -1,941 $1,454
     PFFD67,285-1,941$1,454
FIRST TR EXCHANGE TRADED FD VI DORSEY WRT 5 ETF (FV) 34,623 +304 $1,418
     FV34,623+304$1,418
VANGUARD SML CP GRW ETF (VBK) 6,870 -344 $1,393
     VBK6,870-344$1,393
VANGUARD DIV APP ETF (VIG) 9,283 +938 $1,351
     VIG9,283+938$1,351
SELECT SECTOR SPDR TRUST SBI INT UTILS ETF (XLU) 18,694 -10,931 $1,304
     XLU18,694-10,931$1,304
INVESCO EXCHANGE TRADED FUND T PFD ETF (PGX) 102,949 -9,679 $1,302
     PGX102,949-9,679$1,302
ISHARES TRUST TIPS BD ETF (TIP) 11,000 -382 $1,261
     TIP11,000-382$1,261
BLACKSTONE INC COM 13,513 +578 $1,257
     BX13,513+578$1,257
DEERE & CO COM 4,211 +160 $1,254
     DE4,211+160$1,254
CREDIT SUISSE AG LONDON BRANCH NOTE INDEX LNKD      $1,247
     NOTE INDEX LNKD1,295+1,295$1,247
VANGUARD UTILITIES ETF (VPU) 8,079 +85 $1,227
     VPU8,079+85$1,227
FIRST TRUST EXCHANGE TRADED FU FST TR GLB FD ETF (FTGC) 46,400 +12,939 $1,189
     FTGC46,400+12,939$1,189
THE NECESSITY RETAIL REIT INC COM USD0.01 CLASS A 154,326 +606 $1,182
     AFIN154,326+606$1,182
UNITED STATES TREASURY NOTES NOTE      $1,157
     NOTE1,195+1,035$1,157
PHILLIPS EDISON & CO INC COM USD0.01 33,107 +8,946 $1,133
     PECO33,107+8,946$1,133
FIRST TRUST EXCH TRADED FUND 2 INTL EQUITY OPP ETF (FPXI) 27,083 -5,153 $1,132
     FPXI27,083-5,153$1,132
FIRST TRUST EXCHANGE TRADED FD US EQTY OPPT ETF (FPX) 13,263 -113 $1,106
     FPX13,263-113$1,106
SSGA ACTIVE ETF TR BLACKSTONE SENIOR LOAN ETF (SRLN) 26,231 +20,517 $1,098
     SRLN26,231+20,517$1,098
FIRST TRUST EXCHANGE TRADED FU PFD SECS INC ETF (FPE) 60,829 -1,527 $1,065
     FPE60,829-1,527$1,065

See Full List: All Stocks Held By Accel Wealth Management
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Accel Wealth Management

Size ($ in 1000's)
At 06/30/2022: $174,211
At 03/31/2022: $193,499

Accel Wealth Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Accel Wealth Management 13F filings. Link to 13F filings: SEC filings

Accel Wealth Management Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2022, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.