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
Akazoo Sa Shs
Q3 2020 Filed on Oct 28, 2020
89
N/A
SDIV
Global X Fds Global X Superdiv

ETFs
Q3 2020 Filed on Oct 28, 2020
269
$10.54 - $11.5 $2.84K - $3.09K
OSUR
Orasure Technologies Inc

Healthcare
Q3 2020 Filed on Oct 28, 2020
1,088
$10.24 - $19.58 $11.1K - $21.3K
LXFR
Luxfer Holdings PLC

Industrials
Q3 2020 Filed on Oct 28, 2020
348
$11.95 - $15.18 $4.16K - $5.28K
MERC
Mercer International Inc.

Basic Materials
Q3 2020 Filed on Oct 28, 2020
3,547
$6.16 - $8.51 $21.8K - $30.2K
CLLS
Cellectis S.A.

Healthcare
Q3 2020 Filed on Oct 28, 2020
65
$15.7 - $20.84 $1.02K - $1.35K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
Q3 2020 Filed on Oct 28, 2020
979
$91.52 - $91.54 $89.6K - $89.6K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
Q3 2020 Filed on Oct 28, 2020
1,400
$3.36 - $3.77 $4.7K - $5.28K
STEW
Boulder Growth & Income Fund

Financial Services
Q3 2020 Filed on Oct 28, 2020
1,168
$9.42 - $10.42 $11K - $12.2K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
Q3 2020 Filed on Oct 28, 2020
996
$33.14 - $33.38 $33K - $33.2K
CLDX
Celldex Therapeutics, Inc.

Healthcare
Q3 2020 Filed on Oct 28, 2020
1,500
$9.65 - $15.19 $14.5K - $22.8K
DSI
Ishares Msci Kld 400 Social Et

ETFs
Q3 2020 Filed on Oct 28, 2020
130
$59.39 - $68.32 $7.72K - $8.88K
GIL
Gildan Activewear Inc.

Consumer Cyclical
Q3 2020 Filed on Oct 28, 2020
171
$14.56 - $20.69 $2.49K - $3.54K
FCBC
First Community Bankshares Inc

Financial Services
Q3 2020 Filed on Oct 28, 2020
7,297
$17.29 - $21.62 $126K - $158K
AMK
Asset Mark Financial Holdings, Inc.

Financial Services
Q3 2020 Filed on Oct 28, 2020
15
$21.49 - $29.18 $322 - $438
KIDS
Orthopediatrics Corp

Healthcare
Q3 2020 Filed on Oct 28, 2020
24
$40.79 - $55.58 $979 - $1.33K
VRRM
Verra Mobility Corp

Industrials
Q3 2020 Filed on Oct 28, 2020
409
$9.25 - $11.31 $3.78K - $4.63K
LEGH
Legacy Housing Corp

Consumer Cyclical
Q3 2020 Filed on Oct 28, 2020
700
$12.45 - $16.68 $8.72K - $11.7K
GMAB
Genmab A/S

Healthcare
Q3 2020 Filed on Oct 28, 2020
47
$33.07 - $38.68 $1.55K - $1.82K
Top Ships Inc Com New
Q3 2020 Filed on Oct 28, 2020
50
N/A
CELGRT
Bristol Myers Squibb CO Cont V
Q3 2020 Filed on Oct 28, 2020
1,887
N/A
CACC
Credit Acceptance Corp

Financial Services
Q3 2020 Filed on Oct 28, 2020
27
$297.31 - $524.41 $8.03K - $14.2K
DBL
Double Line Opportunistic Credit Fund

Financial Services
Q3 2020 Filed on Oct 28, 2020
330
$18.71 - $19.63 $6.17K - $6.48K
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
Q3 2020 Filed on Oct 28, 2020
25
$27.54 - $29.06 $689 - $727
ERF
Enerplus Corp

Energy
Q3 2020 Filed on Oct 28, 2020
562
$1.77 - $3.15 $995 - $1.77K
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
Q3 2020 Filed on Oct 28, 2020
1,800
$11.07 - $11.85 $19.9K - $21.3K
BCO
Brinks CO

Industrials
Q3 2020 Filed on Oct 28, 2020
91
$37.94 - $50.19 $3.45K - $4.57K
YY
Joyy Inc.

Communication Services
Q3 2020 Filed on Oct 28, 2020
60
$73.46 - $94.3 $4.41K - $5.66K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
Q3 2020 Filed on Oct 28, 2020
227
$21.25 - $25.46 $4.82K - $5.78K
PNNT
Pennantpark Investment Corp

Financial Services
Q3 2020 Filed on Oct 28, 2020
1,967
$3.01 - $3.78 $5.92K - $7.44K
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
Q3 2020 Filed on Oct 28, 2020
444
$14.53 - $16.27 $6.45K - $7.22K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
Q3 2020 Filed on Oct 28, 2020
869
$30.15 - $31.13 $26.2K - $27.1K
Terraform Pwr Inc Com Cl A
Q3 2020 Filed on Oct 28, 2020
25
N/A
THQ
Tekla Healthcare Opportunities Fund

Financial Services
Q3 2020 Filed on Oct 28, 2020
371
$17.28 - $18.71 $6.41K - $6.94K
LSCC
Lattice Semiconductor Corp

Technology
Q3 2020 Filed on Oct 28, 2020
36
$26.48 - $31.64 $953 - $1.14K
VIRT
Virtu Financial, Inc.

Financial Services
Q3 2020 Filed on Oct 28, 2020
464
$21.9 - $27.74 $10.2K - $12.9K
NP
Neenah Inc
Q3 2020 Filed on Oct 28, 2020
94
$36.89 - $50.4 $3.47K - $4.74K
VRAY
View Ray, Inc.

Healthcare
Q3 2020 Filed on Oct 28, 2020
4,000
$2.12 - $3.53 $8.48K - $14.1K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
Q3 2020 Filed on Oct 28, 2020
29
$45.58 - $60.18 $1.32K - $1.75K
FFIV
F5, Inc.

Technology
Q3 2020 Filed on Oct 28, 2020
21
$117.77 - $154.84 $2.47K - $3.25K
BATRK
Liberty Media Corp Del

Communication Services
Q3 2020 Filed on Oct 28, 2020
337
$17.43 - $21.59 $5.87K - $7.28K
Magnolia Oil & Gas Corp Cl A
Q3 2020 Filed on Oct 28, 2020
378
N/A
SPTL
Spdr Portfolio Long Term Treas

ETFs
Q3 2020 Filed on Oct 28, 2020
154
$46.15 - $48.99 $7.11K - $7.54K
JJSF
J&J Snack Foods Corp

Consumer Defensive
Q3 2020 Filed on Oct 28, 2020
61
$120.03 - $142.24 $7.32K - $8.68K
WLY
John Wiley & Sons, Inc.

Communication Services
Q3 2020 Filed on Oct 28, 2020
55
$31.55 - $38.52 $1.74K - $2.12K
Noble Midstream Partners LP Com Unit Repst
Q3 2020 Filed on Oct 28, 2020
2
N/A
IRTC
I Rhythm Technologies, Inc.

Healthcare
Q3 2020 Filed on Oct 28, 2020
96
$111.6 - $238.11 $10.7K - $22.9K
DFNL
Davis Fundamental ETF Tr

ETFs
Q3 2020 Filed on Oct 28, 2020
1,800
$18.02 - $20.46 $32.4K - $36.8K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
Q3 2020 Filed on Oct 28, 2020
175
$27.75 - $36.3 $4.86K - $6.35K
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