Ownership history in Accel Wealth Management Β· 11 quarters on record
This page tracks every 13F SEC filing in which Accel Wealth Management reported a position in EA SERIES TRUST (BBLU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Accel Wealth Management outperformed the S&P 500 by +0.7% annually on this BBLU position. Timing score: 20% (1/5 decisions correct). Average cost basis: $9.43. Maximum drawdown during holding period: β2.7%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
10 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 5 add/trim decisions correct
Best entry: $9.43 (2023 Q2) Β· Worst: $9.43 (2023 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
1 add Β· 5 trims. Bought during 0 of 2 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.07% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size