Accel Wealth Management’s First Trust Indxx Innovative Transaction & Process ETF LEGR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-250	Closed	-$9.34K	–	554
2023 Q1	$9.34K	Hold	250	–	–	﹤0.01%	914
2022 Q4	$8.56K	Hold	250	–	–	﹤0.01%	741
2022 Q3	$8K	Hold	250	–	–	﹤0.01%	783
2022 Q2	$8K	Hold	250	–	–	﹤0.01%	744
2022 Q1	$10K	Hold	250	–	–	0.01%	707
2021 Q4	$11K	Hold	250	–	–	0.01%	698
2021 Q3	$11K	Hold	250	–	–	0.01%	618
2021 Q2	$11K	Buy	+250	New	+$10.5K	0.01%	678

Other funds holding LEGR

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

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

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

AOG

Alpha Omega Group Reston, Virginia $84.1M AUM 6.41% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SIM

Seaview Investment Managers Miami, Florida $335M AUM 47.2% 1-Year Est. Return

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

Accel Wealth Management sold out of First Trust Indxx Innovative Transaction & Process ETF (LEGR) in Q2 2023, closing a stake of 250 shares — an estimated $9.34K sold.

Accel Wealth Management first reported a position in LEGR in Q2 2021 and held it in 8 quarters. The position peaked at $11K in Q4 2021. 60 funds tracked by Wall St. Rank hold LEGR as of Q2 2023.

Accel Wealth Management reported no remaining First Trust Indxx Innovative Transaction & Process ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 250 First Trust Indxx Innovative Transaction & Process ETF shares in Q2 2023, an estimated $9.34K.
Accel Wealth Management first reported a position in First Trust Indxx Innovative Transaction & Process ETF in Q2 2021 and held it in 8 quarters.
Accel Wealth Management's First Trust Indxx Innovative Transaction & Process ETF position peaked at $11K in Q4 2021.
60 funds tracked by Wall St. Rank held First Trust Indxx Innovative Transaction & Process ETF as of Q2 2023.

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