Accel Wealth Management’s State Street SPDR S&P Kensho Intelligent Structures ETF SIMS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-100	Closed	-$3.46K	–	740
2023 Q1	$3.46K	Hold	100	–	–	﹤0.01%	1047
2022 Q4	$3.27K	Hold	100	–	–	﹤0.01%	858
2022 Q3	$3K	Hold	100	–	–	﹤0.01%	908
2022 Q2	$3K	Hold	100	–	–	﹤0.01%	870
2022 Q1	$4K	Hold	100	–	–	﹤0.01%	836
2021 Q4	$5K	Hold	100	–	–	﹤0.01%	821
2021 Q3	$4K	Hold	100	–	–	﹤0.01%	773
2021 Q2	$5K	Hold	100	–	–	﹤0.01%	802
2021 Q1	$5K	Buy	+100	New	+$4.5K	﹤0.01%	759

Other funds holding SIMS

SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

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

CSPIA

Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

BMD

Better Money Decisions Santa Fe, New Mexico $165M AUM 9.58% 1-Year Est. Return

3LCM

3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

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

Accel Wealth Management sold out of State Street SPDR S&P Kensho Intelligent Structures ETF (SIMS) in Q2 2023, closing a stake of 100 shares — an estimated $3.46K sold.

Accel Wealth Management first reported a position in SIMS in Q1 2021 and held it in 9 quarters. The position peaked at $5K in Q4 2021. 25 funds tracked by Wall St. Rank hold SIMS as of Q2 2023.

Accel Wealth Management reported no remaining State Street SPDR S&P Kensho Intelligent Structures ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 100 State Street SPDR S&P Kensho Intelligent Structures ETF shares in Q2 2023, an estimated $3.46K.
Accel Wealth Management first reported a position in State Street SPDR S&P Kensho Intelligent Structures ETF in Q1 2021 and held it in 9 quarters.
Accel Wealth Management's State Street SPDR S&P Kensho Intelligent Structures ETF position peaked at $5K in Q4 2021.
25 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho Intelligent Structures ETF as of Q2 2023.

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