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  Name: Accel Wealth Management
  City: WAVERLY
  State: IA
  Zip: 50677
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $235,647,000
  Total Value Change : $36,488,000
  Securities Held Change : 32
   
All Securities Held : 227
  New Positions : 40
  Closed Positions : 9
  Increased Positions : 116
  Unchanged Positions : 19
  Decreased Positions : 52

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 9     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (GNL)1 Year Chart         GNL Global Net Lease Inc 228 Closed $7.46 $0 0 0% -960,000 -96,530 0    N/A
   (INGN)1 Year Chart         INGN Inogen Inc 234 Closed $8.46 $0 0 0% -82,000 -15,000 0    N/A
   (GJUL)1 Year Chart         GJUL Ft Vest Us Equity Moderate ... 233 Closed $0.00 $0 0 0% -456,000 -14,200 0    N/A
   (IEMG)1 Year Chart         IEMG Ishares Core Msci Emerging ... 232 Closed $53.31 $0 0 0% -265,000 -5,248 0    N/A
   (COKE)1 Year Chart         COKE Coca Cola Bottling Co Conso... 231 Closed $952.10 $0 0 0% -202,000 -218 0    Beverage Soft Drinks...
   (SLYV)1 Year Chart         SLYV streetTRACKS Dow Jones US S... 230 Closed $81.23 $0 0 0% -347,000 -4,163 0    Closed - End Fund - E...
   (XEL)1 Year Chart         XEL Xcel Energy Inc 236 Closed $55.46 $0 0 0% -236,000 -3,810 0    Electric Utilities
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 229 Closed $177.81 $0 0 0% -208,000 -837 0    Auto Manufacturers
   (CGGR)1 Year Chart         CGGR Capital Group Growth Etf 235 Closed $0.00 $0 0 0% -286,000 -10,116 0    N/A

      9 Records Found
  1    
Page 1 of 1
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