AWM
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Accel Wealth Management’s ATI ATI Stock Holding History

Accel Wealth Management’s Portfolio ATI Stock Details ATI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$532K Sell
2,699
-50
-2% -$8.48K 0.12% 152
2026
Q1 		$400K Sell
2,749
-299
-10% -$41.6K 0.1% 180
2025
Q4 		$350K Buy
3,048
+2
+0.1% +$195 0.1% 189
2025
Q3 		$248K Buy
3,046
+52
+2% +$4.21K 0.07% 229
2025
Q2 		$259K Buy
+2,994
New +$205K 0.09% 212
2024
Q4 		– Sell
-2,995
Closed -$200K – 252
2024
Q3 		$200K Sell
2,995
-1,342
-31% -$83.3K 0.07% 241
2024
Q2 		$240K Sell
4,337
-100
-2% -$5.6K 0.1% 193
2024
Q1 		$227K Hold
4,437
– – 0.1% 193
2023
Q4 		$202K Buy
+4,437
New +$184K 0.1% 187

Other funds holding ATI

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return