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
CYCC
Cyclacel Pharmaceuticals, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
4,500
$7.59 - $10.48 $34.2K - $47.2K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
Q2 2021 Filed on Jul 22, 2021
0
$85.68 - $95.51 $0 - $0
POR
Portland General Electric CO

Utilities
Q2 2021 Filed on Jul 22, 2021
11
$46.08 - $51.46 $507 - $566
ADCT
Adc Therapeutics Sa

Healthcare
Q2 2021 Filed on Jul 22, 2021
150
$20.38 - $27.04 $3.06K - $4.06K
BKD
Brookdale Senior Living Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
1,500
$6.3 - $8.75 $9.45K - $13.1K
OXYWS
Occidental Pete Corp Wt Exp 08
Q2 2021 Filed on Jul 22, 2021
182
N/A
Ncino Inc Com
Q2 2021 Filed on Jul 22, 2021
95
N/A
BLI
Berkeley Lights, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
1,000
$36.4 - $52.99 $36.4K - $53K
RNLX
Renalytix PLC

Healthcare
Q2 2021 Filed on Jul 22, 2021
1,800
$23.56 - $34.25 $42.4K - $61.7K
Sos Limited Spnsord Ads New
Q2 2021 Filed on Jul 22, 2021
30
N/A
EDOC
Global X Fds Telemedicine & Di

ETFs
Q2 2021 Filed on Jul 22, 2021
510
$17.5 - $20.26 $8.93K - $10.3K
RXT
Rackspace Technology, Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
7
$18.28 - $26.07 $128 - $182
BIGC
Big Commerce Holdings, Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
350
$42.74 - $64.96 $15K - $22.7K
MX
Magnachip Semiconductor Corp

Technology
Q2 2021 Filed on Jul 22, 2021
3,000
$22.77 - $26.96 $68.3K - $80.9K
NNOX
Nano X Imaging Ltd.

Healthcare
Q2 2021 Filed on Jul 22, 2021
333
$19.8 - $48.55 $6.59K - $16.2K
Tailwind Acquisition Corp Unit Ex 090727
Q2 2021 Filed on Jul 22, 2021
250
N/A
APOP
Cellect Biotechnology Ltd.

Healthcare
Q2 2021 Filed on Jul 22, 2021
1,600
N/A
EQOS
Eqonex LTD

Financial Services
Q2 2021 Filed on Jul 22, 2021
100
$5.17 - $11.51 $517 - $1.15K
Holicity Inc Com Cl A
Q2 2021 Filed on Jul 22, 2021
750
N/A
FNK
First Trust Mid Cap Value Alph

ETFs
Q2 2021 Filed on Jul 22, 2021
439
$43.33 - $46.7 $19K - $20.5K
TTCF
Tattooed Chef, Inc.

Consumer Defensive
Q2 2021 Filed on Jul 22, 2021
200
$16.09 - $23.29 $3.22K - $4.66K
CURI
Curiosity Stream Inc.

Communication Services
Q2 2021 Filed on Jul 22, 2021
450
$8.39 - $15.46 $3.78K - $6.96K
Ajax I Unit
Q2 2021 Filed on Jul 22, 2021
250
N/A
EOSE
Eos Energy Enterprises, Inc.

Industrials
Q2 2021 Filed on Jul 22, 2021
3,000
$10.6 - $21.21 $31.8K - $63.6K
TVTX
Travere Therapeutics, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
30
$14.11 - $26.4 $423 - $792
Hudson Executive Invt Corp Com Cl A
Q2 2021 Filed on Jul 22, 2021
47
N/A
Panbela Therapeutics Inc Com
Q2 2021 Filed on Jul 22, 2021
2,500
N/A
Vector Acquisition Corp Com Cl A
Q2 2021 Filed on Jul 22, 2021
3,000
N/A
WISH
Context Logic Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
150
$7.74 - $15.65 $1.16K - $2.35K
Alpha Healthcare Acquistn Corp Cl A
Q2 2021 Filed on Jul 22, 2021
400
N/A
VPN
Global X Fds Data Ctr Reits &

ETFs
Q2 2021 Filed on Jul 22, 2021
200
$15.59 - $17.59 $3.12K - $3.52K
Ackrell Spac Partners I CO Unit Exp 120126
Q2 2021 Filed on Jul 22, 2021
80
N/A
GOEV
Canoo Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 22, 2021
3,000
$7.09 - $11.05 $21.3K - $33.2K
SPRU
Spruce Pwr Hldg Corp Com
Q2 2021 Filed on Jul 22, 2021
51
N/A
INBS
Intelligent Bio Solutions Inc
Q2 2021 Filed on Jul 22, 2021
1,000
N/A
STRR
Star Equity Holdings, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
320
$8.85 - $10.52 $2.83K - $3.37K
Svf Investment Corp Unit Ex 122025
Q2 2021 Filed on Jul 22, 2021
250
N/A
Ts Innovation Acquisitn Corp Com Cl A
Q2 2021 Filed on Jul 22, 2021
1,000
N/A
WCBR
Wisdomtree Tr Cybersecurity Fu

ETFs
Q2 2021 Filed on Jul 22, 2021
25
$20.54 - $24.9 $514 - $623
APPH
App Harvest, Inc.

Consumer Defensive
Q2 2021 Filed on Jul 22, 2021
8,175
$11.39 - $20.07 $93.1K - $164K
APPHW
Appharvest Inc Wt Exp 01/30/26
Q2 2021 Filed on Jul 22, 2021
3,300
N/A
ETWO
E2open Parent Holdings, Inc.

Technology
Q2 2021 Filed on Jul 22, 2021
301
$9.57 - $14.0 $2.88K - $4.21K
Compute Health Acquisitin Corp Unit
Q2 2021 Filed on Jul 22, 2021
0
N/A
ETWOWS
E2 Open Parent Hldgs Inc Wt Exp
Q2 2021 Filed on Jul 22, 2021
155
N/A
Gores Holdings Vi Inc Com Cl A
Q2 2021 Filed on Jul 22, 2021
14
N/A
BFLY
Butterfly Network, Inc.

Healthcare
Q2 2021 Filed on Jul 22, 2021
4,900
$9.45 - $17.2 $46.3K - $84.3K
New Vista Acquisition Corp Unit Ex 020126
Q2 2021 Filed on Jul 22, 2021
3,000
N/A
Colicity Inc Unit Ex 022426
Q2 2021 Filed on Jul 22, 2021
500
N/A
Ushg Acquisition Corp Unit
Q2 2021 Filed on Jul 22, 2021
310
N/A
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