Accel Wealth Management’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-9,624	Closed	-$240K	–	415
2023 Q1	$240K	Buy	9,624 +11	+0.1%	+$284	0.1%	193
2022 Q4	$238K	Sell	9,613 -697	-7%	-$17.2K	0.11%	144
2022 Q3	$256K	Buy	10,310 +11	+0.1%	+$307	0.14%	139
2022 Q2	$282K	Buy	10,299 +9	+0.1%	+$268	0.16%	115
2022 Q1	$340K	Sell	10,290 -264	-3%	-$8.36K	0.18%	99
2021 Q4	$366K	Buy	10,554 +8	+0.1%	+$261	0.18%	100
2021 Q3	$321K	Buy	10,546 +9	+0.1%	+$285	0.21%	84
2021 Q2	$321K	Buy	10,537 +9	+0.1%	+$267	0.21%	92
2021 Q1	$289K	Buy	10,528 +9	+0.1%	+$237	0.23%	86
2020 Q4	$267K	Buy	+10,519	New	+$260K	0.25%	84

Other funds holding FREL

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Riverpoint Wealth Management Holdings Chicago, Illinois $470M AUM 15.78% 1-Year Est. Return

Citizens & Northern Corp Wellsboro, Pennsylvania $401M AUM 21.13% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

TrueFG Cedar Park, Texas $377M AUM 15.97% 1-Year Est. Return

MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return