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
BELFB
Bel Fuse Inc.

Technology
Q2 2020 Filed on Jul 20, 2020
66
$6.44 - $13.5 $425 - $891
ILF
Ishares Latin America 40 ETF

ETFs
Q2 2020 Filed on Jul 20, 2020
6
$17.1 - $25.23 $103 - $151
IXP
Ishares Global Comm Services E

ETFs
Q2 2020 Filed on Jul 20, 2020
100
$49.78 - $63.15 $4.98K - $6.32K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
Q2 2020 Filed on Jul 20, 2020
10
$79.29 - $115.45 $793 - $1.15K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
Q2 2020 Filed on Jul 20, 2020
10,687
$11.78 - $12.8 $126K - $137K
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
Q2 2020 Filed on Jul 20, 2020
113
$31.03 - $41.14 $3.51K - $4.65K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
Q2 2020 Filed on Jul 20, 2020
181
$34.54 - $44.5 $6.25K - $8.05K
PFSI
Penny Mac Financial Services, Inc.

Financial Services
Q2 2020 Filed on Jul 20, 2020
2,000
$17.25 - $42.74 $34.5K - $85.5K
Alps Trust ETF Alerian Mlp
Q2 2020 Filed on Jul 20, 2020
33,688
N/A
VPC
Etfis Ser Tr I Virtus Private

ETFs
Q2 2020 Filed on Jul 20, 2020
252
$13.44 - $19.68 $3.39K - $4.96K
VRAI
Etfis Ser Tr I Virtus Real Ass

ETFs
Q2 2020 Filed on Jul 20, 2020
284
$15.15 - $22.67 $4.3K - $6.44K
Proshares Ultrapro Short Dow30
Q2 2020 Filed on Jul 20, 2020
1,500
N/A
NXTG
First Tr Exchange Traded Fd Ii

ETFs
Q2 2020 Filed on Jul 20, 2020
78
$44.81 - $55.79 $3.5K - $4.35K
Diamond Eagle Acquisition Corp Com Cl A
Q2 2020 Filed on Jul 20, 2020
1,000
N/A
ARNC
Arconic Corp

Industrials
Q2 2020 Filed on Jul 20, 2020
183
$6.21 - $18.69 $1.14K - $3.42K
Proshares Ultrapro Short Midcap400
Q2 2020 Filed on Jul 20, 2020
4,000
N/A
Intelsat Sa Com
Q2 2020 Filed on Jul 20, 2020
1,050
N/A
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
Q2 2020 Filed on Jul 20, 2020
34
$85.62 - $110.58 $2.91K - $3.76K
Diamond Offshr Drilling
Q2 2020 Filed on Jul 20, 2020
8
N/A
Avita Medical LTD Sponsored Ads
Q2 2020 Filed on Jul 20, 2020
200
N/A
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
Q2 2020 Filed on Jul 20, 2020
22
$27.19 - $45.35 $598 - $998
CVI
Cvr Energy Inc

Energy
Q2 2020 Filed on Jul 20, 2020
0
$14.28 - $24.88 $0 - $0
EFU
Proshares Ultrashort Msci Eafe

ETFs
Q2 2020 Filed on Jul 20, 2020
0
$18.51 - $31.19 $0 - $0
Proshares Ultra Bloomberg Crude Oil
Q2 2020 Filed on Jul 20, 2020
0
N/A
RODM
Hartford Multifactor Developed

ETFs
Q2 2020 Filed on Jul 20, 2020
98
$20.95 - $26.59 $2.05K - $2.61K
CAL
Caleres Inc

Consumer Cyclical
Q2 2020 Filed on Jul 20, 2020
500
$3.37 - $10.86 $1.69K - $5.43K
O'Shares Ftse U.S. Quality Dividend ETF
Q2 2020 Filed on Jul 20, 2020
73
N/A
ALGT
Allegiant Travel CO

Industrials
Q2 2020 Filed on Jul 20, 2020
7
$66.23 - $133.75 $464 - $936
Instructure Inc Com
Q1 2020 Filed on Apr 13, 2020
122
N/A
Ingersoll Rand PLC Shs
Q1 2020 Filed on Apr 13, 2020
445
N/A
Aon Corp
Q1 2020 Filed on Apr 13, 2020
1,666
N/A
UBFO
United Security Bancshares

Financial Services
Q1 2020 Filed on Apr 13, 2020
1,830
$5.2 - $10.58 $9.52K - $19.4K
Mts Sys Corp Com
Q1 2020 Filed on Apr 13, 2020
12
N/A
Raytheon CO Com New
Q1 2020 Filed on Apr 13, 2020
12,625
N/A
WT
Wisdomtree, Inc.
Q1 2020 Filed on Apr 13, 2020
89
N/A
TR
Tootsie Roll Industries Inc

Consumer Defensive
Q1 2020 Filed on Apr 13, 2020
1,105
$30.16 - $35.39 $33.3K - $39.1K
United Technologies Corp Com
Q1 2020 Filed on Apr 13, 2020
31,200
N/A
SATS
Echo Star Corp

Technology
Q1 2020 Filed on Apr 13, 2020
1,000
$26.72 - $43.39 $26.7K - $43.4K
VBTX
Veritex Holdings, Inc.

Financial Services
Q1 2020 Filed on Apr 13, 2020
999
$10.77 - $29.35 $10.8K - $29.3K
Aqua America Inc Com
Q1 2020 Filed on Apr 13, 2020
1,981
N/A
EXLS
Exl Service Holdings, Inc.

Technology
Q1 2020 Filed on Apr 13, 2020
20
$42.8 - $79.6 $856 - $1.59K
SAM
Boston Beer CO Inc

Consumer Defensive
Q1 2020 Filed on Apr 13, 2020
160
$306.3 - $429.0 $49K - $68.6K
BLKB
Blackbaud Inc

Technology
Q1 2020 Filed on Apr 13, 2020
60
$40.29 - $82.17 $2.42K - $4.93K
Senestech Inc Com
Q1 2020 Filed on Apr 13, 2020
17,800
N/A
Liberty Ppty Tr Sh Ben Int
Q1 2020 Filed on Apr 13, 2020
1,083
N/A
Intrexon Corp Com
Q1 2020 Filed on Apr 13, 2020
10,569
N/A
WATT
Energous Corp

Technology
Q1 2020 Filed on Apr 13, 2020
40
$0.74 - $2.06 $29.6 - $82.4
Spdr Series Trust S&P Oil Gas Expl & Prodtn ETF
Q1 2020 Filed on Apr 13, 2020
183
N/A
Legg Mason Inc Com
Q1 2020 Filed on Apr 13, 2020
130
N/A
Track This Portfolio

Track Valeo Financial Advisors, LLC Portfolio

Follow Valeo Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Valeo Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valeo Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email