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Series Portfolios Tr shares owned by Accel Wealth Management

Quarter-by-quarter ownership of Series Portfolios Tr (ADPV) shares owned by Accel Wealth Management from 13F filings

Historical chart of Accel Wealth Management investment in Series Portfolios Tr

Tip: Access up to 7 years of quarterly data

All positions including Series Portfolios Tr held by Accel Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Series Portfolios Tr by Accel Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $275k 6.4k 42.84

More positions owned by Accel Wealth Management

Ishares Tr Core Div Grwth (DGRO)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
PIMCO Corporate Opportunity Fund (PTY)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
NVIDIA Corporation (NVDA)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr Us Aer Def Etf (ITA)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Accel Wealth Management

Top funds holding Series Portfolios Tr

Client First Investment Management
IronBridge Private Wealth
Royal Bank of Canada
Napa Wealth Management
Stephens
SHP Wealth Management
TD Waterhouse Canada
Worth Asset Management
West Michigan Advisors
Davis Investment Partners
SeaCrest Wealth Management
Accel Wealth Management
Sound View Wealth Advisors Group
IFP Advisors
Global Retirement Partners

View all funds holding Series Portfolios Tr