Accel Wealth Management Purchases and Sells in Q4 2025

Accel Wealth Management

$344 Million
Q4 2025

Top Buys

Incresed Positions

121 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VNLA	50.6K + 20.77%	$49.13 - $49.33 $2.49M - $2.5M	294K $14.5M
XLU	18.7K + 96.08%	$87.89 - $92.9 $1.64M - $1.73M	38.1K $3.38M
DFIV	25.9K + 37.14%	$45.13 - $48.25 $1.17M - $1.25M	95.8K $4.59M
CGGR	23K + 22.69%	$43.04 - $45.68 $991K - $1.05M	125K $5.37M
CGDV	14.6K + 12.0%	$41.33 - $43.47 $603K - $635K	136K $5.84M
SCHG	18K + 4.62%	$31.41 - $33.69 $565K - $607K	407K $13.1M

New Holdings

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLI	4.38K New	$149.9 - $155.79 $657K - $682K	4.38K $665K
PXH	32K New	N/A	32K $649K
FOCT	11.9K New	$47.0 - $48.8 $560K - $582K	11.9K $573K
BCD	8.47K New	$34.38 - $36.02 $291K - $305K	8.47K $301K
CSWC	12.5K New	$19.47 - $22.04 $243K - $275K	12.5K $259K
FCX	6.26K New	$38.65 - $43.31 $242K - $271K	6.26K $251K

Top Sells

Reduced Positions

117 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CSB	-9.36K - 40.59%	$56.45 - $59.2 $528K - $554K	13.7K $791K
BX	-283 - 2.11%	$138.42 - $168.45 $39.2K - $47.7K	13.1K $1.81M
PID	-24K - 32.79%	N/A	49.2K $877K
EVT	-12.6K - 13.18%	$24.01 - $24.68 $303K - $312K	83.3K $2M
NVDA	-1.57K - 4.63%	$179.83 - $207.04 $283K - $326K	32.4K $6.05M
RVT	-14.1K - 13.96%	$15.5 - $16.38 $218K - $230K	86.7K $1.34M

Activity Summary All Purchases 139 New Holdings 18 Increased Positions 121 All Sells 117 Reductions 117 Sold out 0 Calls 0 Puts 0

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