Accel Wealth Management’s Aegon AEG Stock Holding History

Accel Wealth Management’s Portfolio AEG Stock Details AEG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$132K	Buy	+15,684	New	+$129K	0.03%	301
2025 Q3	–	Sell	-16,040	Closed	-$116K	–	279
2025 Q2	$116K	Buy	+16,040	New	+$107K	0.04%	265
2023 Q2	–	Sell	-87	Closed	-$374	–	183
2023 Q1	$374	Hold	87	–	–	﹤0.01%	1223
2022 Q4	$438	Hold	87	–	–	﹤0.01%	1024
2022 Q3	$0	Sell	87 -2	-2%	-$9	﹤0.01%	1056
2022 Q2	$0	Sell	89 -2	-2%	-$10	﹤0.01%	1016
2022 Q1	$0	Hold	91	–	–	﹤0.01%	932
2021 Q4	$0	Buy	+91	New	+$426	﹤0.01%	925
2021 Q3	–	Sell	-93	Closed	–	–	822
2021 Q2	$0	Sell	93 -1	-1%	-$4	﹤0.01%	899
2021 Q1	$0	Sell	94 -78,573	-100%	-$329K	﹤0.01%	870
2020 Q4	$287K	Buy	+78,667	New	+$241K	0.27%	79

Other funds holding AEG

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $508M AUM

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return