Valeo Financial Advisors, LLC Closed Holding Positions

Valeo Financial Advisors, LLC

  • $36.8 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
AAN
Aaron'S Company, Inc.

Industrials
Q2 2021 Filed on Jul 22, 2021
155
$24.19 - $37.15 $3.75K - $5.76K
Viveve Med Inc Com New
Q2 2021 Filed on Jul 22, 2021
5
N/A
LAZR
Luminar Technologies, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
3,050
$16.43 - $25.51 $50.1K - $77.8K
SGTX
Sigilon Therapeutics, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
113
$9.15 - $20.17 $1.03K - $2.28K
AIRC
Apartment Income Reit Corp.

Real Estate
Q2 2021 Filed on Jul 22, 2021
615
$42.31 - $50.23 $26K - $30.9K
Ajax I Com
Q2 2021 Filed on Jul 22, 2021
1,000
N/A
Golden Nugget Online Gamin Com Cl A
Q2 2021 Filed on Jul 22, 2021
58
N/A
RMO
Romeo Power, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
400
$6.61 - $12.8 $2.64K - $5.12K
GRPN
Groupon, Inc.

Communication Services
Q2 2021 Filed on Jul 22, 2021
1,000
$43.05 - $52.59 $43.1K - $52.6K
RING
Ishares Inc Msci Global Gold M

ETFs
Q2 2021 Filed on Jul 22, 2021
635
$27.72 - $33.46 $17.6K - $21.2K
ADT
Adt Inc.

Industrials
Q2 2021 Filed on Jul 22, 2021
5,009
$8.46 - $11.63 $42.4K - $58.3K
Sl Green Rlty Corp Com
Q2 2021 Filed on Jul 22, 2021
0
N/A
PRG
Prog Holdings, Inc.

Industrials
Q2 2021 Filed on Jul 22, 2021
145
$26.01 - $55.96 $3.77K - $8.11K
BIT
Black Rock Multi Sector Income Trust

Financial Services
Q2 2021 Filed on Jul 22, 2021
20
$18.16 - $18.92 $363 - $378
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
Q2 2021 Filed on Jul 22, 2021
4
$52.95 - $55.77 $212 - $223
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
Q2 2021 Filed on Jul 22, 2021
462
$52.66 - $54.94 $24.3K - $25.4K
EWW
Ishares Inc Msci Mexico ETF

ETFs
Q2 2021 Filed on Jul 22, 2021
3,922
$44.57 - $49.94 $175K - $196K
WDIV
Spdr S&P Global Dividend ETF

ETFs
Q2 2021 Filed on Jul 22, 2021
99
$66.45 - $71.4 $6.58K - $7.07K
GLAD
Gladstone Capital Corp

Financial Services
Q2 2021 Filed on Jul 22, 2021
209
$10.17 - $11.87 $2.13K - $2.48K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
Q2 2021 Filed on Jul 22, 2021
100
$11.56 - $12.38 $1.16K - $1.24K
Loral Space & Com Inc Com
Q2 2021 Filed on Jul 22, 2021
133
N/A
FNDB
Schwab Fundamental U S Broad M

ETFs
Q2 2021 Filed on Jul 22, 2021
3
$51.84 - $55.77 $156 - $167
Mellanox Technologies LTD Shs
Q2 2021 Filed on Jul 22, 2021
3,622
N/A
Hc2 Hldgs Inc Com
Q2 2021 Filed on Jul 22, 2021
75
N/A
DGS
Wisdomtree Emerging Markets Sm

ETFs
Q2 2021 Filed on Jul 22, 2021
717
$51.32 - $55.14 $36.8K - $39.5K
UPLD
Upland Software, Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
14
$38.95 - $51.09 $545 - $715
BFS
Saul Centers, Inc.

Real Estate
Q2 2021 Filed on Jul 22, 2021
238
$39.89 - $47.53 $9.49K - $11.3K
INSG
Inseego Corp.

Technology
Q2 2021 Filed on Jul 22, 2021
1,000
$7.46 - $10.55 $7.46K - $10.6K
EYES
Second Sight Medical Products Inc

Healthcare
Q2 2021 Filed on Jul 22, 2021
161
$4.94 - $9.43 $795 - $1.52K
AVID
Avid Technology, Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
571
$19.52 - $39.47 $11.1K - $22.5K
NMM
Navios Maritime Partners L.P.

Industrials
Q2 2021 Filed on Jul 22, 2021
185
$22.68 - $34.93 $4.2K - $6.46K
SCKT
Socket Mobile, Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
400
$5.0 - $8.58 $2K - $3.43K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
Q2 2021 Filed on Jul 22, 2021
23
$33.46 - $36.11 $770 - $831
DLX
Deluxe Corp

Communication Services
Q2 2021 Filed on Jul 22, 2021
300
$42.04 - $47.95 $12.6K - $14.4K
AYTU
Aytu Biopharma, Inc

Healthcare
Q2 2021 Filed on Jul 22, 2021
1,500
$4.73 - $7.56 $7.1K - $11.3K
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
Q2 2021 Filed on Jul 22, 2021
627
$7.14 - $8.03 $4.48K - $5.03K
BTO
John Hancock Financial Opportunities Fund

Financial Services
Q2 2021 Filed on Jul 22, 2021
1,708
$35.95 - $44.45 $61.4K - $75.9K
ATKR
Atkore Inc.

Industrials
Q2 2021 Filed on Jul 22, 2021
46
$67.51 - $89.11 $3.11K - $4.1K
OTLK
Outlook Therapeutics, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
1,000
$1.78 - $2.76 $1.78K - $2.76K
AOR
Ishares Tr Core Growth Allocat

ETFs
Q2 2021 Filed on Jul 22, 2021
63
$54.04 - $56.17 $3.4K - $3.54K
ITRN
Ituran Location & Control Ltd.

Technology
Q2 2021 Filed on Jul 22, 2021
34
$21.36 - $28.46 $726 - $968
VVV
Valvoline Inc

Energy
Q2 2021 Filed on Jul 22, 2021
85
$26.07 - $34.45 $2.22K - $2.93K
HWC
Hancock Whitney Corp

Financial Services
Q2 2021 Filed on Jul 22, 2021
457
$40.8 - $50.28 $18.6K - $23K
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
Q2 2021 Filed on Jul 22, 2021
430
$58.38 - $62.5 $25.1K - $26.9K
AGX
Argan Inc

Industrials
Q2 2021 Filed on Jul 22, 2021
58
$45.96 - $54.63 $2.67K - $3.17K
ORN
Orion Group Holdings Inc

Industrials
Q2 2021 Filed on Jul 22, 2021
100
$5.39 - $6.29 $539 - $629
HLNE
Hamilton Lane Inc

Financial Services
Q2 2021 Filed on Jul 22, 2021
15
$86.17 - $94.18 $1.29K - $1.41K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
Q2 2021 Filed on Jul 22, 2021
150
$36.47 - $38.55 $5.47K - $5.78K
PAVE
Global X Fds Us Infrastructure

ETFs
Q2 2021 Filed on Jul 22, 2021
7,000
$24.71 - $27.18 $173K - $190K
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