Ownership history in Accel Wealth Management Β· 6 quarters on record
This page tracks every 13F SEC filing in which Accel Wealth Management reported a position in JANUS DETROIT STR TR (JAAA). 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 underperformed the S&P 500 by β10.3% annually on this JAAA position. Timing score: 100% (5/5 decisions correct). Average cost basis: $48.74. Maximum drawdown during holding period: β0.0%.
β Significantly underperformed the S&P 500 by 10.3% ann.
5 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
5 of 5 add/trim decisions correct
Best entry: $46.90 (2024 Q3) Β· Worst: $49.53 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 1 trim. π Consistently bullish β fund kept accumulating this position.
π Accel Wealth Management has been actively increasing its JAAA allocation β a bullish signal from insiders.
Currently 1.19% 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