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
Currencyshares Japanese Yen ETF
Q2 2018 Filed on Aug 14, 2018
4,000
N/A
NZF
Nuveen Municipal Credit Income Fund

Financial Services
Q2 2018 Filed on Aug 14, 2018
61
$14.01 - $14.57 $855 - $889
Guggenheim Bulletshares 2018 Corporate Bond ETF
Q2 2018 Filed on Aug 14, 2018
130
N/A
Guggenheim Bulletshares 2019 Corporate Bond ETF
Q2 2018 Filed on Aug 14, 2018
130
N/A
Virtus Total Return Fund Inc Com
Q2 2018 Filed on Aug 14, 2018
1,771
N/A
CBAT
Cbak Energy Technology, Inc.

Industrials
Q2 2018 Filed on Aug 14, 2018
60
$0.89 - $1.35 $53.4 - $81
Tesaro Inc Com
Q2 2018 Filed on Aug 14, 2018
30
N/A
BZH
Beazer Homes Usa Inc

Consumer Cyclical
Q2 2018 Filed on Aug 14, 2018
120
$14.26 - $17.27 $1.71K - $2.07K
Powershares International Dividend Achievers Portfolio
Q2 2018 Filed on Aug 14, 2018
371
N/A
VKI
Invesco Advantage Municipal Income Trust Ii

Financial Services
Q2 2018 Filed on Aug 14, 2018
158
$10.39 - $10.74 $1.64K - $1.7K
Alpine Global Premier Pptys Fd Com Sbi
Q2 2018 Filed on Aug 14, 2018
776
N/A
Guggenheim Bulletshares 2020 Corporate Bond ETF
Q2 2018 Filed on Aug 14, 2018
1,430
N/A
Center Coast Brkfld Mlp Enrgy Shs Ben Int
Q2 2018 Filed on Aug 14, 2018
1,833
N/A
Guggenheim Bulletshares 2021 Corporate Bond ETF
Q2 2018 Filed on Aug 14, 2018
130
N/A
Guggenheim Bulletshares 2022 Corporate Bond ETF
Q2 2018 Filed on Aug 14, 2018
1,430
N/A
Powershares Russell Top 200 Equal Weight Portfolio
Q2 2018 Filed on Aug 14, 2018
395
N/A
Blackrock Muniholdings Insured Investment Fund
Q2 2018 Filed on Aug 14, 2018
1,166
N/A
Powershares Ftse Rafi Emerging Markets
Q2 2018 Filed on Aug 14, 2018
154
N/A
Superior Energy Services Inc
Q2 2018 Filed on Aug 14, 2018
233
N/A
Ntt Docomo Inc Spons Adr
Q2 2018 Filed on Aug 14, 2018
56
N/A
Guggenheim Bulletshares 2023 Corporate Bond ETF
Q2 2018 Filed on Aug 14, 2018
1,358
N/A
Guggenheim Bulletshares 2024 Corporate Bond ETF
Q2 2018 Filed on Aug 14, 2018
1,315
N/A
FLWS
1 800 Flowers Com Inc

Consumer Cyclical
Q2 2018 Filed on Aug 14, 2018
100
$11.75 - $13.2 $1.18K - $1.32K
FGB
First Trust Specialty Finance & Financial Opportunities Fund

Financial Services
Q2 2018 Filed on Aug 14, 2018
1,500
$5.87 - $6.26 $8.81K - $9.39K
Buffalo Wild Wings Inc Com
Q1 2018 Filed on Apr 12, 2018
43
N/A
Acacia Communications Inc Com
Q1 2018 Filed on Apr 12, 2018
116
N/A
Cascadian Therapeutics Inc Com New
Q1 2018 Filed on Apr 12, 2018
2,000
N/A
Proshares Short Financials
Q1 2018 Filed on Apr 12, 2018
0
N/A
Proshares Ultrashort Health Care
Q1 2018 Filed on Apr 12, 2018
0
N/A
VC
Visteon Corp

Consumer Cyclical
Q1 2018 Filed on Apr 12, 2018
200
$107.89 - $138.7 $21.6K - $27.7K
Bioverativ Inc Com
Q1 2018 Filed on Apr 12, 2018
48
N/A
Huntington Bancshares Inc Pfd Conv Ser A
Q1 2018 Filed on Apr 12, 2018
25
N/A
Bob Evans Farms Inc Com
Q1 2018 Filed on Apr 12, 2018
500
N/A
Potash Corp Sask Inc Com
Q1 2018 Filed on Apr 12, 2018
19,264
N/A
Cobiz Financial Inc Com
Q1 2018 Filed on Apr 12, 2018
3,203
N/A
Guggenheim S&P 500 Equal Weight ETF
Q1 2018 Filed on Apr 12, 2018
8,279
N/A
RVSB
Riverview Bancorp Inc

Financial Services
Q1 2018 Filed on Apr 12, 2018
4,427
$8.45 - $9.68 $37.4K - $42.9K
Priceline Grp Inc Com New
Q1 2018 Filed on Apr 12, 2018
214
N/A
First Conn Bancorp Inc Md Com
Q1 2018 Filed on Apr 12, 2018
1,733
N/A
New York Reit Inc Com
Q1 2018 Filed on Apr 12, 2018
4,000
N/A
QCRH
Qcr Holdings Inc

Financial Services
Q1 2018 Filed on Apr 12, 2018
517
$41.95 - $47.35 $21.7K - $24.5K
Worldpay Inc Cl A
Q1 2018 Filed on Apr 12, 2018
219
N/A
Liberty Interactive Corp Lbt Ven Com A Ne
Q1 2018 Filed on Apr 12, 2018
61
N/A
TCBI
Texas Capital Bancshares Inc

Financial Services
Q1 2018 Filed on Apr 12, 2018
0
$87.65 - $100.05 $0 - $0
HTBK
Heritage Commerce Corp

Financial Services
Q1 2018 Filed on Apr 12, 2018
3,643
$15.27 - $17.13 $55.6K - $62.4K
Broadcom LTD Shs
Q1 2018 Filed on Apr 12, 2018
356
N/A
AXDX
Accelerate Diagnostics, Inc

Healthcare
Q1 2018 Filed on Apr 12, 2018
385
$22.55 - $29.9 $8.68K - $11.5K
Guaranty Bancorp Del Com New
Q1 2018 Filed on Apr 12, 2018
1,056
N/A
KEP
Korea Electric Power Corp

Utilities
Q1 2018 Filed on Apr 12, 2018
258
$14.28 - $17.83 $3.68K - $4.6K
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