Ownership history in Accel Wealth Management · 21 quarters on record
This page tracks every 13F SEC filing in which Accel Wealth Management reported a position in INVESCO QQQ TRUST UNIT SER 1 ETF (QQQ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 12,312 | +850 | +7.4% | 2.07% | $7.6M | $613.54 |
| 2025 Q3 | ADDED | 11,462 | +1,435 | +14.3% | 2.00% | $6.9M | $598.84 |
| 2025 Q2 | ADDED | 10,027 | +382 | +4.0% | 1.85% | $5.5M | $549.60 |
| 2025 Q1 | ADDED | 9,645 | +610 | +6.8% | 1.63% | $4.5M | $466.66 |
| 2024 Q4 | ADDED | 9,035 | +248 | +2.8% | 1.75% | $4.6M | $508.01 |
| 2024 Q3 | ADDED | 8,787 | +6 | +0.1% | 1.60% | $4.3M | $484.21 |
| 2024 Q2 | ADDED | 8,781 | +352 | +4.2% | 1.68% | $4.2M | $474.66 |
| 2024 Q1 | ADDED | 8,429 | +383 | +4.8% | 1.59% | $3.7M | $439.19 |
| 2023 Q4 | ADDED | 8,046 | +115 | +1.5% | 1.65% | $3.3M | $404.54 |
| 2023 Q3 | REDUCED | 7,931 | -16 | -0.2% | 1.58% | $2.8M | $353.02 |
As of 2025 Q4 — sorted by position size