Ownership history in Accel Wealth Management Β· 14 quarters on record
This page tracks every 13F SEC filing in which Accel Wealth Management reported a position in JANUS DETROIT STREET TRUST HENDRSN SHRT ETF (VNLA). 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 β16.6% annually on this VNLA position. Timing score: 92% (12/13 decisions correct). Average cost basis: $43.00. Maximum drawdown during holding period: β0.0%.
β Significantly underperformed the S&P 500 by 16.6% ann.
13 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
12 of 13 add/trim decisions correct
Best entry: $40.65 (2022 Q3) Β· Worst: $48.76 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
13 adds Β· 1 trim. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 3.96% 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