Accel Wealth Management’s WisdomTree US LargeCap Fund EPS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,157	Closed	-$50.6K	–	376
2023 Q1	$50.6K	Buy	1,157 +2	+0.2%	+$86	0.02%	475
2022 Q4	$48K	Buy	1,155 +6	+0.5%	+$250	0.02%	370
2022 Q3	$47K	Buy	1,149 +6	+0.5%	+$256	0.03%	383
2022 Q2	$48K	Buy	1,143 +6	+0.5%	+$265	0.03%	356
2022 Q1	$55K	Sell	1,137 -900	-44%	-$43.1K	0.03%	353
2021 Q4	$103K	Buy	2,037 +1,137	+126%	+$55.4K	0.05%	254
2021 Q3	$41K	Sell	900 -1,120	-55%	-$53.1K	0.03%	352
2021 Q2	$93K	Buy	2,020 +9	+0.4%	+$409	0.06%	243
2021 Q1	$87K	Buy	2,011 +7	+0.3%	+$292	0.07%	235
2020 Q4	$80K	Buy	+2,004	New	+$76K	0.07%	228

Other funds holding EPS

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GWAG

Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return

DLIC

Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Accel Wealth Management's EPS Position: Q2 2023 in Review

Accel Wealth Management sold out of WisdomTree US LargeCap Fund (EPS) in Q2 2023, closing a stake of 1,157 shares — an estimated $50.6K sold.

Accel Wealth Management first reported a position in EPS in Q4 2020 and held it in 10 quarters. The position peaked at $103K in Q4 2021. 99 funds tracked by Wall St. Rank hold EPS as of Q2 2023.

Accel Wealth Management reported no remaining WisdomTree US LargeCap Fund position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 1,157 WisdomTree US LargeCap Fund shares in Q2 2023, an estimated $50.6K.
Accel Wealth Management first reported a position in WisdomTree US LargeCap Fund in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's WisdomTree US LargeCap Fund position peaked at $103K in Q4 2021.
99 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.