Valeo Financial Advisors, LLC Closed Holding Positions

Valeo Financial Advisors, LLC

  • $4.33 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
HSC
Harsco Corp

Industrials
Q2 2021 Filed on Jul 22, 2021
70
$17.09 - $23.53 $1.2K - $1.65K
SAIC
Science Applications International Corp

Technology
Q2 2021 Filed on Jul 22, 2021
1,406
$82.6 - $94.45 $116K - $133K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
193
$48.74 - $67.26 $9.41K - $13K
PDP
Invesco Exchange Traded Fd Tr

ETFs
Q2 2021 Filed on Jul 22, 2021
460
$81.47 - $89.74 $37.5K - $41.3K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
Q2 2021 Filed on Jul 22, 2021
1,086
$51.69 - $51.96 $56.1K - $56.4K
OUNZ
Van Eck Merk Gold Trust

ETFs
Q2 2021 Filed on Jul 22, 2021
3,534
$16.82 - $18.58 $59.4K - $65.7K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
Q2 2021 Filed on Jul 22, 2021
314
$54.85 - $59.82 $17.2K - $18.8K
SEDG
Solaredge Technologies, Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
106
$204.01 - $290.14 $21.6K - $30.8K
Enviva Partners LP Com Unit
Q2 2021 Filed on Jul 22, 2021
134
N/A
Neptune Wellness Solutions Inc Com
Q2 2021 Filed on Jul 22, 2021
4,000
N/A
DISH
Dish Network Corp

Communication Services
Q2 2021 Filed on Jul 22, 2021
1,934
$36.8 - $46.53 $71.2K - $90K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
Q2 2021 Filed on Jul 22, 2021
7
$96.0 - $101.91 $672 - $713
USRT
Ishares Core U.S. Reit ETF

ETFs
Q2 2021 Filed on Jul 22, 2021
727
$53.47 - $60.43 $38.9K - $43.9K
BOTZ
Global X Fds

ETFs
Q2 2021 Filed on Jul 22, 2021
1,895
$31.65 - $35.42 $60K - $67.1K
GEN
Gen Digital Inc Com
Q2 2021 Filed on Jul 22, 2021
2,989
N/A
BOC
Boston Omaha Corp

Communication Services
Q2 2021 Filed on Jul 22, 2021
3,526
$25.16 - $34.45 $88.7K - $121K
DOMO
Domo, Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
200
$55.15 - $83.12 $11K - $16.6K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
Q2 2021 Filed on Jul 22, 2021
8,269
$32.62 - $41.96 $270K - $347K
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
Q2 2021 Filed on Jul 22, 2021
6
$81.81 - $94.94 $491 - $570
PJUL
Innovator U.S. Equity Power Bu

ETFs
Q2 2021 Filed on Jul 22, 2021
1,956
$29.37 - $29.64 $57.4K - $58K
AGM
Federal Agricultural Mortgage Corp

Financial Services
Q2 2021 Filed on Jul 22, 2021
26
$96.13 - $111.7 $2.5K - $2.9K
EXPO
Exponent Inc

Industrials
Q2 2021 Filed on Jul 22, 2021
14
$86.06 - $102.31 $1.2K - $1.43K
NET
Cloudflare, Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
538
$66.65 - $107.6 $35.9K - $57.9K
POCT
Innovator U.S. Equity Power Bu

ETFs
Q2 2021 Filed on Jul 22, 2021
2,050
$28.56 - $29.12 $58.5K - $59.7K
KLDO
Kaleido Biosciences, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
200
$5.82 - $8.72 $1.16K - $1.74K
FOXA
Fox Corp

Communication Services
Q2 2021 Filed on Jul 22, 2021
1,065
$36.31 - $38.83 $38.7K - $41.4K
PAPR
Innovator U.S. Equity Power Bu

ETFs
Q2 2021 Filed on Jul 22, 2021
2,065
$27.65 - $28.5 $57.1K - $58.9K
Goldman Sachs Physical Gold ETF
Q2 2021 Filed on Jul 22, 2021
2,000
N/A
AVTR
Avantor, Inc.

Basic Materials
Q2 2021 Filed on Jul 22, 2021
17
$29.45 - $35.85 $501 - $609
SLRX
Salarius Pharmaceuticals, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
6,942
$1.02 - $1.52 $7.08K - $10.6K
HCAT
Health Catalyst, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
158
$47.17 - $58.64 $7.45K - $9.27K
PAUG
Innovator U.S. Equity Power Bu

ETFs
Q2 2021 Filed on Jul 22, 2021
3,157
$28.98 - $29.34 $91.5K - $92.6K
EQX
Equinox Gold Corp.

Basic Materials
Q2 2021 Filed on Jul 22, 2021
3,040
$6.91 - $9.44 $21K - $28.7K
CRNC
Cerence Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
81
$81.63 - $119.79 $6.61K - $9.7K
BSQR
Bsquare Corp

Technology
Q2 2021 Filed on Jul 22, 2021
700
$2.1 - $8.04 $1.47K - $5.63K
PNOV
Innovator U.S. Equity Power Bu
Q2 2021 Filed on Jul 22, 2021
1,942
N/A
SQNS
Sequans Communications

Technology
Q2 2021 Filed on Jul 22, 2021
250
$4.8 - $6.39 $1.2K - $1.6K
PDEC
Innovator U.S. Equity Power Bu
Q2 2021 Filed on Jul 22, 2021
1,754
N/A
VIACA
Paramount Global

Communication Services
Q2 2021 Filed on Jul 22, 2021
108
$40.97 - $48.2 $4.42K - $5.21K
MAXR
Maxar Technologies Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
2,463
$27.95 - $41.29 $68.8K - $102K
Howard Bancorp Inc Com
Q2 2021 Filed on Jul 22, 2021
3,764
N/A
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
Q2 2021 Filed on Jul 22, 2021
95
$26.31 - $26.73 $2.5K - $2.54K
CG
Carlyle Group Inc.

Financial Services
Q2 2021 Filed on Jul 22, 2021
5
$37.3 - $46.98 $187 - $235
American Ecology
Q2 2021 Filed on Jul 22, 2021
1,041
N/A
NEO
Neogenomics Inc

Healthcare
Q2 2021 Filed on Jul 22, 2021
1,000
$36.62 - $51.69 $36.6K - $51.7K
OMI
Owens & Minor Inc

Healthcare
Q2 2021 Filed on Jul 22, 2021
4,365
$30.73 - $48.72 $134K - $213K
EXI
Ishares Global Industrials ETF

ETFs
Q2 2021 Filed on Jul 22, 2021
418
$116.87 - $123.89 $48.9K - $51.8K
FENY
Fidelity Covington Tr Msci Ene

ETFs
Q2 2021 Filed on Jul 22, 2021
545
$12.68 - $15.37 $6.91K - $8.38K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
Q2 2021 Filed on Jul 22, 2021
2,781
$58.75 - $63.84 $163K - $178K
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