Ownership history in Accel Wealth Management Β· 15 quarters on record
This page tracks every 13F SEC filing in which Accel Wealth Management reported a position in INVESCO EXCHANGE TRADED FD TR INTL DIVI ACHI ETF (PID). 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 β7.5% annually on this PID position. Timing score: 64% (9/14 decisions correct). Average cost basis: $16.41. Maximum drawdown during holding period: β10.0%.
β Significantly underperformed the S&P 500 by 7.5% ann.
14 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
9 of 14 add/trim decisions correct
Best entry: $13.50 (2022 Q3) Β· Worst: $18.40 (2025 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
11 adds Β· 4 trims. Bought during 4 of 4 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.3% 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