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Accel Wealth Management’s First Trust Nasdaq-100 Select Equal Weight ETF QQEW Stock Holding History

Accel Wealth Management’s Portfolio QQEW Stock Details QQEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-617
Closed -$62.1K – 683
2023
Q1 		$62.1K Sell
617
-5,229
-89% -$502K 0.03% 427
2022
Q4 		$607K Buy
+5,846
New +$522K 0.29% 75

Other funds holding QQEW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Accel Wealth Management sold out of First Trust Nasdaq-100 Select Equal Weight ETF (QQEW) in Q2 2023, closing a stake of 617 shares — an estimated $62.1K sold.

Accel Wealth Management first reported a position in QQEW in Q4 2022 and held it in 2 quarters. The position peaked at $607K in Q4 2022. 197 funds tracked by Wall St. Rank hold QQEW as of Q2 2023.

  • Accel Wealth Management reported no remaining First Trust Nasdaq-100 Select Equal Weight ETF position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 617 First Trust Nasdaq-100 Select Equal Weight ETF shares in Q2 2023, an estimated $62.1K.
  • Accel Wealth Management first reported a position in First Trust Nasdaq-100 Select Equal Weight ETF in Q4 2022 and held it in 2 quarters.
  • Accel Wealth Management's First Trust Nasdaq-100 Select Equal Weight ETF position peaked at $607K in Q4 2022.
  • 197 funds tracked by Wall St. Rank held First Trust Nasdaq-100 Select Equal Weight ETF as of Q2 2023.

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