Aveo Capital Partners, LLC Closed Holding Positions

Aveo Capital Partners, LLC

  • $910 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
America First Multifamily In
Q2 2022 Filed on Aug 05, 2022
162,576
N/A
REZ
Ishares Tr Residential And Mul

ETFs
Q2 2022 Filed on Aug 05, 2022
7,195
$75.39 - $99.18 $542K - $714K
FXE
Invesco Currency Shares Euro Trust

ETFs
Q2 2022 Filed on Aug 05, 2022
2,372
$96.07 - $102.49 $228K - $243K
Direxion Shs ETF Tr
Q2 2022 Filed on Aug 05, 2022
10,000
N/A
IYZ
Ishares Tr Us Telecommunicatio

ETFs
Q2 2022 Filed on Aug 05, 2022
17,670
$23.96 - $30.44 $423K - $538K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
Q2 2022 Filed on Aug 05, 2022
4,475
$50.91 - $52.98 $228K - $237K
DFAT
Dimensional ETF Tr U S Target

ETFs
Q2 2022 Filed on Aug 05, 2022
10,885
$39.72 - $47.15 $432K - $513K
ECL
Ecolab Inc.

Basic Materials
Q2 2022 Filed on Aug 05, 2022
1,152
$145.63 - $183.62 $168K - $212K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
Q2 2022 Filed on Aug 05, 2022
16,744
$27.4 - $29.93 $459K - $501K
SHLX
Shell Midstream Partners, L.P.

Energy
Q2 2022 Filed on Aug 05, 2022
22,881
$13.61 - $14.58 $311K - $334K
INVH
Invitation Homes Inc.

Real Estate
Q2 2022 Filed on Aug 05, 2022
6,823
$33.63 - $43.91 $229K - $300K
DIDIY
Di Di Global Inc.

Technology
Q2 2022 Filed on Aug 05, 2022
11,919
$1.44 - $3.4 $17.2K - $40.5K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
Q2 2022 Filed on Aug 05, 2022
15,571
$11.35 - $13.23 $177K - $206K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
Q2 2022 Filed on Aug 05, 2022
26,073
$23.44 - $28.02 $611K - $731K
PALL
Abrdn Palladium ETF Trust

ETFs
Q2 2022 Filed on Aug 05, 2022
2,726
$166.23 - $229.0 $453K - $624K
IXUS
Ishares Tr

ETFs
Q2 2022 Filed on Aug 05, 2022
3,019
$56.25 - $67.81 $170K - $205K
Proshares Tr Ii
Q2 2022 Filed on Aug 05, 2022
22,183
N/A
Ozon Hldgs PLC
Q2 2022 Filed on Aug 05, 2022
14,900
N/A
COPX
Global X Copper Miners ETF

ETFs
Q2 2022 Filed on Aug 05, 2022
6,555
$30.38 - $46.85 $199K - $307K
AY
Atlantica Sustainable Infrastructure PLC

Utilities
Q2 2022 Filed on Aug 05, 2022
10,300
$28.89 - $35.38 $298K - $364K
TCHP
T Rowe Price Exchange Traded F

Technology
Q2 2022 Filed on Aug 05, 2022
14,671
$21.13 - $30.1 $310K - $442K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
Q2 2022 Filed on Aug 05, 2022
129,450
$39.7 - $46.11 $5.14M - $5.97M
CBON
Vaneck ETF Tr China Bd ETF

ETFs
Q2 2022 Filed on Aug 05, 2022
180,526
$22.82 - $24.59 $4.12M - $4.44M
AAXJ
Ishares Msci All Country Asia

ETFs
Q1 2022 Filed on May 13, 2022
3,661
$69.43 - $85.6 $254K - $313K
NEAR
Blackrock Short Maturity Bond

ETFs
Q1 2022 Filed on May 13, 2022
8,070
$49.51 - $49.96 $400K - $403K
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q1 2022 Filed on May 13, 2022
33,969
$33.91 - $36.04 $1.15M - $1.22M
EWC
Ishares Msci Canada ETF

ETFs
Q1 2022 Filed on May 13, 2022
15,094
$37.04 - $40.66 $559K - $614K
Blackrock Tcp Capital Corp
Q1 2022 Filed on May 13, 2022
588,000
N/A
WEC
Wec Energy Group, Inc.

Utilities
Q1 2022 Filed on May 13, 2022
10,038
$88.34 - $100.29 $887K - $1.01M
MSI
Motorola Solutions, Inc.

Technology
Q1 2022 Filed on May 13, 2022
1,501
$207.64 - $267.43 $312K - $401K
RWX
Spdr Dow Jones International R

ETFs
Q1 2022 Filed on May 13, 2022
12,192
$31.71 - $35.64 $387K - $435K
NSL
Nuveen Senior Income Fund

Financial Services
Q1 2022 Filed on May 13, 2022
12,018
$5.32 - $6.08 $63.9K - $73.1K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q1 2022 Filed on May 13, 2022
1,065
$93.61 - $194.94 $99.7K - $208K
PMF
Pimco Municipal Income Fund

Financial Services
Q1 2022 Filed on May 13, 2022
20,813
$11.82 - $15.15 $246K - $315K
PMX
Pimco Municipal Income Fund Iii

Financial Services
Q1 2022 Filed on May 13, 2022
22,099
$10.04 - $12.7 $222K - $281K
QCOM
Qualcomm Inc

Technology
Q1 2022 Filed on May 13, 2022
1,209
$141.29 - $188.69 $171K - $228K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q1 2022 Filed on May 13, 2022
3,117
$55.42 - $68.99 $173K - $215K
KWEB
Kraneshares Tr Csi China Inter

ETFs
Q1 2022 Filed on May 13, 2022
13,200
$21.19 - $38.89 $280K - $513K
VLUE
Ishares Msci Usa Value Factor

ETFs
Q1 2022 Filed on May 13, 2022
1,846
$100.54 - $114.92 $186K - $212K
PAVE
Global X Fds Us Infrastructure

ETFs
Q1 2022 Filed on May 13, 2022
9,797
$25.52 - $29.01 $250K - $284K
FMN
Federated Hermes Premier Municipal Income Fund

Financial Services
Q1 2022 Filed on May 13, 2022
11,010
$12.44 - $14.98 $137K - $165K
IR
Ingersoll Rand Inc.

Industrials
Q1 2022 Filed on May 13, 2022
14,222
$44.9 - $60.74 $639K - $864K
FTNT
Fortinet, Inc.

Technology
Q1 2022 Filed on May 13, 2022
589
$53.94 - $69.5 $31.8K - $40.9K
GXC
Spdr Index Shs Fund Spdr S&P C

ETFs
Q4 2021 Filed on Feb 11, 2022
1,911
$100.13 - $117.86 $191K - $225K
INTC
Intel Corp

Technology
Q4 2021 Filed on Feb 11, 2022
4,945
$47.89 - $56.0 $237K - $277K
BIDU
Baidu, Inc.

Communication Services
Q4 2021 Filed on Feb 11, 2022
21,430
$136.3 - $180.96 $2.92M - $3.88M
XSW
Spdr S&P Software & Services E

ETFs
Q4 2021 Filed on Feb 11, 2022
3,324
$159.01 - $186.85 $529K - $621K
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
Q4 2021 Filed on Feb 11, 2022
2,103
$105.62 - $105.67 $222K - $222K
FLRN
Spdr Bloomberg Investment Grad

ETFs
Q3 2021 Filed on Nov 12, 2021
24,538
$30.62 - $30.66 $751K - $752K
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