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
FIDU
Fidelity Covington Tr Msci Ind

ETFs
Q2 2021 Filed on Jul 22, 2021
90
$52.43 - $55.65 $4.72K - $5.01K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
Q2 2021 Filed on Jul 22, 2021
343
$46.68 - $50.38 $16K - $17.3K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
Q2 2021 Filed on Jul 22, 2021
1,043
$45.56 - $46.09 $47.5K - $48.1K
JNPR
Juniper Networks Inc

Technology
Q2 2021 Filed on Jul 22, 2021
58
$25.07 - $28.93 $1.45K - $1.68K
REET
Ishares Global Reit ETF

ETFs
Q2 2021 Filed on Jul 22, 2021
2,344
$25.9 - $28.81 $60.7K - $67.5K
ONTO
Onto Innovation Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
91
$56.83 - $74.98 $5.17K - $6.82K
MAG
Mag Silver Corp

Basic Materials
Q2 2021 Filed on Jul 22, 2021
1,200
$15.86 - $23.7 $19K - $28.4K
HAUZ
Dbx ETF Tr Xtrackers Internati

ETFs
Q2 2021 Filed on Jul 22, 2021
61
$27.61 - $30.35 $1.68K - $1.85K
AVAV
Aero Vironment Inc

Industrials
Q2 2021 Filed on Jul 22, 2021
700
$100.15 - $121.64 $70.1K - $85.1K
CAR
Avis Budget Group, Inc.

Industrials
Q2 2021 Filed on Jul 22, 2021
728
$74.21 - $94.24 $54K - $68.6K
ETHO
ETF Managers Tr

ETFs
Q2 2021 Filed on Jul 22, 2021
800
$56.13 - $60.52 $44.9K - $48.4K
OZK
Bank Ozk

Financial Services
Q2 2021 Filed on Jul 22, 2021
94
$38.47 - $44.46 $3.62K - $4.18K
TCMD
Tactile Systems Technology Inc

Healthcare
Q2 2021 Filed on Jul 22, 2021
300
$50.01 - $60.44 $15K - $18.1K
TTEK
Tetra Tech Inc

Industrials
Q2 2021 Filed on Jul 22, 2021
21
$116.17 - $143.73 $2.44K - $3.02K
FIX
Comfort Systems Usa Inc

Industrials
Q2 2021 Filed on Jul 22, 2021
46
$75.0 - $86.87 $3.45K - $4K
SEF
Proshares Short Financials ETF

ETFs
Q2 2021 Filed on Jul 22, 2021
519
$12.53 - $13.86 $6.5K - $7.19K
Cit Group Inc New Com
Q2 2021 Filed on Jul 22, 2021
50
N/A
APT
Alpha Pro Tech LTD

Industrials
Q2 2021 Filed on Jul 22, 2021
10
$7.64 - $10.4 $76.4 - $104
RXI
Ishares Tr

ETFs
Q2 2021 Filed on Jul 22, 2021
3
$160.63 - $172.54 $482 - $518
BHVN
Biohaven Pharmaceutical Holding CO Ltd.

Healthcare
Q2 2021 Filed on Jul 22, 2021
100
$65.78 - $105.02 $6.58K - $10.5K
SSRM
Ssr Mining Inc.

Basic Materials
Q2 2021 Filed on Jul 22, 2021
2,737
$15.15 - $18.69 $41.5K - $51.2K
IBN
Icici Bank LTD

Financial Services
Q2 2021 Filed on Jul 22, 2021
785
$14.37 - $18.17 $11.3K - $14.3K
AQN
Algonquin Power & Utilities Corp.

Utilities
Q2 2021 Filed on Jul 22, 2021
177
$14.88 - $16.6 $2.63K - $2.94K
SIVR
Abrdn Silver ETF Trust

ETFs
Q2 2021 Filed on Jul 22, 2021
299
$23.98 - $27.25 $7.17K - $8.15K
MSM
Msc Industrial Direct CO Inc

Industrials
Q2 2021 Filed on Jul 22, 2021
66
$86.65 - $95.62 $5.72K - $6.31K
ENSG
Ensign Group, Inc

Healthcare
Q2 2021 Filed on Jul 22, 2021
59
$81.24 - $95.52 $4.79K - $5.64K
LMAT
Lemaitre Vascular Inc

Healthcare
Q2 2021 Filed on Jul 22, 2021
75
$47.74 - $63.33 $3.58K - $4.75K
IFN
India Fund Inc

Financial Services
Q2 2021 Filed on Jul 22, 2021
542
$19.97 - $22.57 $10.8K - $12.2K
IIM
Invesco Value Municipal Income Trust

Financial Services
Q2 2021 Filed on Jul 22, 2021
156
$15.79 - $16.49 $2.46K - $2.57K
ARVN
Arvinas, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
85
$60.45 - $84.26 $5.14K - $7.16K
OVV
Ovintiv Inc.

Energy
Q2 2021 Filed on Jul 22, 2021
2,000
$21.8 - $32.87 $43.6K - $65.7K
STNE
Stone Co Ltd.

Technology
Q2 2021 Filed on Jul 22, 2021
755
$56.15 - $70.42 $42.4K - $53.2K
PJAN
Innovator U.S. Equity Power Bu

ETFs
Q2 2021 Filed on Jul 22, 2021
1,757
$31.63 - $32.48 $55.6K - $57.1K
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
Q2 2021 Filed on Jul 22, 2021
1,836
$30.44 - $31.01 $55.9K - $56.9K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
Q2 2021 Filed on Jul 22, 2021
2,007
$44.87 - $55.18 $90.1K - $111K
ALEC
Alector, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
152
$15.5 - $22.48 $2.36K - $3.42K
PPT
Putnam Premier Income Trust

Financial Services
Q2 2021 Filed on Jul 22, 2021
200
$4.62 - $4.82 $924 - $964
AIZ
Assurant, Inc.

Financial Services
Q2 2021 Filed on Jul 22, 2021
2
$142.3 - $163.45 $285 - $327
YOLO
Advisorshares Tr Pure Cannabis

ETFs
Q2 2021 Filed on Jul 22, 2021
117
$18.9 - $23.98 $2.21K - $2.81K
Invivo Therapeutics Hldgs Corp Com
Q2 2021 Filed on Jul 22, 2021
9
N/A
CHWY
Chewy, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
396
$65.68 - $87.38 $26K - $34.6K
INMD
In Mode Ltd.

Healthcare
Q2 2021 Filed on Jul 22, 2021
100
$34.4 - $48.34 $3.44K - $4.83K
SPT
Sprout Social, Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
96
$56.57 - $93.8 $5.43K - $9K
MTA
Metalla Royalty & Streaming Ltd.

Basic Materials
Q2 2021 Filed on Jul 22, 2021
8,492
$8.56 - $10.92 $72.7K - $92.7K
ONEM
1 Life Healthcare Inc

Healthcare
Q2 2021 Filed on Jul 22, 2021
866
$32.65 - $44.64 $28.3K - $38.7K
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
Q2 2021 Filed on Jul 22, 2021
2,080
$26.92 - $27.43 $56K - $57.1K
PFEB
Innovator U.S. Equity Power Bu

ETFs
Q2 2021 Filed on Jul 22, 2021
2,100
$27.62 - $28.4 $58K - $59.6K
SDGR
Schrodinger, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
568
$59.02 - $78.8 $33.5K - $44.8K
PMAR
Innovator U.S. Equity Power Bu

ETFs
Q2 2021 Filed on Jul 22, 2021
1,885
$29.66 - $30.59 $55.9K - $57.7K
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