New Position: Pacific Excel Wealth Advisors Opens $4 Million Stake in XPEL

Published July 9, 2026 · Category: Finance

Overview

In a July 6, 2026, SEC filing, Pacific Excel Wealth Advisors, Inc. reported a new position in XPEL (NASDAQ:XPEL) with an estimated $3.7 million trade based on quarterly average pricing.

According to an SEC filing dated July 6, 2026, Pacific Excel Wealth Advisors, Inc. initiated the stake in XPEL during the prior quarter. The move established the San Antonio-based protective film manufacturer as a significant holding within the firm's portfolio. The position ended the quarter with a valuation of $4.1 million. The firm's total reportable 13F assets were $258.4 million across 228 positions.

Details

XPEL was a new position for the firm, representing 1.6% of reportable 13F assets.

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Source

Originally published at www.fool.com.

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