Back to PECO

Accel Wealth Management → PECO

Accel Wealth Management PECO Position History

Phillips Edison & Company, Inc. • Real Estate

Quarters held
4
Latest value
$915K
Q3 2026
Peak value
$1.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.3M
Q1 2026$1.4M
Q2 2026$1M
Q3 2026$915K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$915K24.5K——
Q2 2026$1M24.8K——
Q1 2026$1.4M36.7K——
Q4 2025$1.3M37.0K——

Other funds holding PECO

Other Accel Wealth Management positions

ETHA

ISHARES TR

$22M
ETHA

ISHARES TR

$19.6M
ETHA

ISHARES TR

$17.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$17M
ETHA

ISHARES TR

$16M
SCHW-PJ

SCHWAB STRATEGIC TR

$14.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$13.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$12M