AWM
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Accel Wealth Management’s United States 12 Month Oil Fund, USL Stock Holding History

Accel Wealth Management’s Portfolio USL Stock Details USL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-683
Closed -$17K – 891
2021
Q2 		$17K Buy
683
+280
+69% +$6.52K 0.01% 586
2021
Q1 		$8K Hold
403
– – 0.01% 693
2020
Q4 		$7K Buy
+403
New +$6.29K 0.01% 678

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EFM
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Accel Wealth Management's USL Position: Q3 2021 in Review

Accel Wealth Management sold out of United States 12 Month Oil Fund, (USL) in Q3 2021, closing a stake of 683 shares — an estimated $17K sold.

Accel Wealth Management first reported a position in USL in Q4 2020 and held it in 3 quarters. The position peaked at $17K in Q2 2021. 29 funds tracked by Wall St. Rank hold USL as of Q3 2021.

  • Accel Wealth Management reported no remaining United States 12 Month Oil Fund, position as of Q3 2021 after selling out during the quarter.
  • Accel Wealth Management sold 683 United States 12 Month Oil Fund, shares in Q3 2021, an estimated $17K.
  • Accel Wealth Management first reported a position in United States 12 Month Oil Fund, in Q4 2020 and held it in 3 quarters.
  • Accel Wealth Management's United States 12 Month Oil Fund, position peaked at $17K in Q2 2021.
  • 29 funds tracked by Wall St. Rank held United States 12 Month Oil Fund, as of Q3 2021.

Based on Accel Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.