Accel Wealth Management LGOV — FIRST TR EXCHANGE-TRADED FD

Ownership history in Accel Wealth Management  ·  9 quarters on record

AI Ownership Summary

Accel Wealth Management reported FIRST TR EXCHANGE-TRADED FD (LGOV) in 9 quarterly 13F filings from 2024 Q3 through 2026 Q3. Peak portfolio weight reached 0.61% in 2024 Q4. The latest visible filing shows LGOV at 0.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LGOV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Accel Wealth Management's position in FIRST TR EXCHANGE-TRADED FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

LGOV was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.61% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LGOV stock page Accel Wealth Management fund profile Accel Wealth Management full holdings
How Accel Wealth Management held LGOV — position size vs. price
% of Fund (quarterly)    LGOV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 48,852 -1,490 -3.0% 0.21% $957K 2026-10-13 $19.77
2026 Q2 REDUCED 34.0% -6.8% ✅ 50,342 -25,976 -34.0% 0.24% $1.1M 2026-07-10 $20.98
2026 Q1 ADDED — — — 76,318 +4,025 +5.6% 0.43% $1.6M 2026-04-08 $21.22
2025 Q4 ADDED — — — 72,293 +10,011 +16.1% 0.43% $1.6M 2026-01-20 $21.03
2025 Q3 ADDED — — — 62,282 +998 +1.6% 0.39% $1.4M 2025-10-08 $20.94
2025 Q2 REDUCED — — — 61,284 -343 -0.6% 0.44% $1.3M 2025-07-22 $20.16
2025 Q1 REDUCED 20.2% +0.7% ❌ 61,627 -15,600 -20.2% 0.48% $1.3M 2025-04-10 $19.86
2024 Q4 ADDED — — — 77,227 +5,062 +7.0% 0.61% $1.6M 2025-01-21 $19.42
2024 Q3 INITIATED — — — 72,165 — — 0.60% $1.6M 2024-10-15 $20.14

🏢 Other funds also holding LGOV

As of 2026 Q3 — sorted by position size

Financial Enhancement Group LLC 3Y 7Y 2.9% Farmers & Merchants Trust Co of Chambersburg PA 3Y 7Y 1.26% Midwest Financial Network, LLC 1.14% BAM Wealth Management, LLC 0.35% Heck Capital Advisors, LLC 0.29% Investors Research Corp 3Y 7Y 0.22% Farther Finance Advisors, LLC 3Y 0.03% INDEPENDENT FINANCIAL GROUP, LLC 0.01% Dynamic Advisor Solutions LLC 3Y 7Y 0.01% GK Wealth Management LLC 0.0%

FAQ About Accel Wealth Management and LGOV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Accel Wealth Management reported owning LGOV?

Accel Wealth Management reported LGOV across 9 quarterly 13F filings, from 2024 Q3 through 2026 Q3.

What was the largest reported LGOV position in Accel Wealth Management's portfolio?

The largest reported portfolio weight for LGOV was 0.61% in 2024 Q4.

What is the latest reported LGOV position on this page?

The most recent filing on this page is 2026 Q3, when Accel Wealth Management reported 48,852 shares, equal to 0.21% of portfolio, with an estimated market value of $957K.

What does the chart on this LGOV ownership page compare?

The chart compares Accel Wealth Management's quarterly LGOV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Accel Wealth Management time their LGOV position?

Based on 13F filing dates vs. subsequent LGOV price moves, Accel Wealth Management correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on LGOV relative to SPY over the holding period was -15.5%.

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