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
Advaxis Inc Com New
Q4 2019 Filed on Jan 24, 2020
6
N/A
GEO
Geo Group Inc

Real Estate
Q4 2019 Filed on Jan 24, 2020
375
$13.31 - $17.09 $4.99K - $6.41K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
Q4 2019 Filed on Jan 24, 2020
2,500
$50.42 - $50.53 $126K - $126K
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
Q4 2019 Filed on Jan 24, 2020
2,900
$25.58 - $26.55 $74.2K - $77K
Celgene Corp Contin Val Rt
Q4 2019 Filed on Jan 24, 2020
1,887
N/A
Emmis Communictns Corp Cl A
Q4 2019 Filed on Jan 24, 2020
3,333
N/A
TA
Travel Centers Of America Inc.

Consumer Cyclical
Q4 2019 Filed on Jan 24, 2020
1,000
$8.89 - $18.81 $8.89K - $18.8K
Medley Cap Corp Com
Q4 2019 Filed on Jan 24, 2020
500
N/A
PWV
Invesco Exchange Traded Fd Tr

ETFs
Q4 2019 Filed on Jan 24, 2020
69
$36.63 - $41.64 $2.53K - $2.87K
Delmar Pharmaceuticals Inc Com
Q4 2019 Filed on Jan 24, 2020
500
N/A
Ishares Ibonds Sep 2020 Term Muni Bond ETF
Q4 2019 Filed on Jan 24, 2020
4,900
N/A
K12 Inc Com
Q4 2019 Filed on Jan 24, 2020
40
N/A
MVO
Mv Oil Trust

Energy
Q4 2019 Filed on Jan 24, 2020
100
$4.91 - $7.4 $491 - $740
TITN
Titan Machinery Inc.

Industrials
Q4 2019 Filed on Jan 24, 2020
500
$13.05 - $18.12 $6.53K - $9.06K
AGFS
Agro Fresh Solutions, Inc.

Consumer Defensive
Q4 2019 Filed on Jan 24, 2020
100
$1.93 - $2.78 $193 - $278
Encana Corporation
Q4 2019 Filed on Jan 24, 2020
3,000
N/A
Torchmark Corp Com
Q3 2019 Filed on Oct 15, 2019
959
N/A
Medidata Solutions Inc Com
Q3 2019 Filed on Oct 15, 2019
20
N/A
FXO
First Tr Exchange Traded Fd Fi

ETFs
Q3 2019 Filed on Oct 15, 2019
1,000
$30.06 - $32.72 $30.1K - $32.7K
Anadarko Pete Corp
Q3 2019 Filed on Oct 15, 2019
276
N/A
General Mtrs CO Wts Exp 07/10/2019
Q3 2019 Filed on Oct 15, 2019
2
N/A
Telecom Italia Sp A Cl A
Q3 2019 Filed on Oct 15, 2019
0
N/A
Travelcenters Of America
Q3 2019 Filed on Oct 15, 2019
5,000
N/A
CASH
Meta Financial Group Inc

Financial Services
Q3 2019 Filed on Oct 15, 2019
303
$26.43 - $34.17 $8.01K - $10.4K
Wageworks Inc Com
Q3 2019 Filed on Oct 15, 2019
0
N/A
TIIAY
Telecom Italia S.P.A.

Communication Services
Q3 2019 Filed on Oct 15, 2019
1,546
$5.27 - $5.47 $8.15K - $8.46K
Cambrex Corp Com
Q3 2019 Filed on Oct 15, 2019
18
N/A
Total Systems Services
Q3 2019 Filed on Oct 15, 2019
92
N/A
FUND
Sprott Focus Trust Inc.

Financial Services
Q3 2019 Filed on Oct 15, 2019
36,650
$6.47 - $7.05 $237K - $258K
L 3 Communications Hldgs Inc
Q3 2019 Filed on Oct 15, 2019
666
N/A
BPT
Bp Prudhoe Bay Royalty Trust

Energy
Q3 2019 Filed on Oct 15, 2019
32
$7.42 - $16.39 $237 - $524
Ubiquiti Networks Inc Com
Q3 2019 Filed on Oct 15, 2019
1,017
N/A
ASA
Asa Gold & Precious Metals LTD

Financial Services
Q3 2019 Filed on Oct 15, 2019
520
$11.01 - $13.7 $5.73K - $7.12K
CDXC
Chroma Dex Corp.

Healthcare
Q3 2019 Filed on Oct 15, 2019
500
$3.83 - $4.72 $1.92K - $2.36K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
Q3 2019 Filed on Oct 15, 2019
100
$49.18 - $50.15 $4.92K - $5.02K
UPRO
Proshares Trust Proshares Ultr

ETFs
Q3 2019 Filed on Oct 15, 2019
997
$27.24 - $28.58 $27.2K - $28.5K
WNC
Wabash National Corp

Industrials
Q3 2019 Filed on Oct 15, 2019
923
$13.14 - $16.25 $12.1K - $15K
Worldpay Inc Cl A
Q3 2019 Filed on Oct 15, 2019
143
N/A
CSL
Carlisle Companies Inc

Industrials
Q3 2019 Filed on Oct 15, 2019
115
$129.81 - $149.29 $14.9K - $17.2K
IWY
Ishares Tr Russell 200 Growth

ETFs
Q3 2019 Filed on Oct 15, 2019
360
$86.45 - $88.64 $31.1K - $31.9K
Xerox Corp Com New
Q3 2019 Filed on Oct 15, 2019
1,384
N/A
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
Q3 2019 Filed on Oct 15, 2019
500
$10.08 - $10.73 $5.04K - $5.37K
QTEC
First Trust Nasdaq 100 Technol

ETFs
Q3 2019 Filed on Oct 15, 2019
140
$86.74 - $90.41 $12.1K - $12.7K
Viveve Med Inc Com New
Q3 2019 Filed on Oct 15, 2019
2,365
N/A
CENT
Central Garden & Pet CO

Consumer Defensive
Q3 2019 Filed on Oct 15, 2019
195
$22.6 - $30.57 $4.41K - $5.96K
MGTA
Magenta Therapeutics, Inc.

Healthcare
Q3 2019 Filed on Oct 15, 2019
500
$9.63 - $14.0 $4.82K - $7K
Invesco S&P Smallcap Utilities Portfolio
Q3 2019 Filed on Oct 15, 2019
180
N/A
EQWL
Invesco Exchange Traded Fd Tr

ETFs
Q3 2019 Filed on Oct 15, 2019
395
$54.45 - $58.22 $21.5K - $23K
JSD
Nuveen Short Duration Credit Opportunities Fund

Financial Services
Q3 2019 Filed on Oct 15, 2019
200
$14.94 - $15.59 $2.99K - $3.12K
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