Accel Wealth Management’s State Street SPDR Russell 1000 Low Volatility Focus ETF ONEV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-553	Closed	-$58.4K	–	640
2023 Q1	$58.4K	Hold	553	–	–	0.02%	444
2022 Q4	$56.9K	Hold	553	–	–	0.03%	331
2022 Q3	$54K	Hold	553	–	–	0.03%	347
2022 Q2	$55K	Hold	553	–	–	0.03%	329
2022 Q1	$61K	Buy	553 +38	+7%	+$4.11K	0.03%	334
2021 Q4	$59K	Buy	+515	New	+$56.3K	0.03%	352

Other funds holding ONEV

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

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

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Scarborough Advisors Annapolis, Maryland $914M AUM 17.4% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

PWM

Provident Wealth Management Brentwood, Tennessee $331M AUM 15.75% 1-Year Est. Return

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

Accel Wealth Management sold out of State Street SPDR Russell 1000 Low Volatility Focus ETF (ONEV) in Q2 2023, closing a stake of 553 shares — an estimated $58.4K sold.

Accel Wealth Management first reported a position in ONEV in Q4 2021 and held it in 6 quarters. The position peaked at $61K in Q1 2022. 63 funds tracked by Wall St. Rank hold ONEV as of Q2 2023.

Accel Wealth Management reported no remaining State Street SPDR Russell 1000 Low Volatility Focus ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 553 State Street SPDR Russell 1000 Low Volatility Focus ETF shares in Q2 2023, an estimated $58.4K.
Accel Wealth Management first reported a position in State Street SPDR Russell 1000 Low Volatility Focus ETF in Q4 2021 and held it in 6 quarters.
Accel Wealth Management's State Street SPDR Russell 1000 Low Volatility Focus ETF position peaked at $61K in Q1 2022.
63 funds tracked by Wall St. Rank held State Street SPDR Russell 1000 Low Volatility Focus ETF as of Q2 2023.

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