Valeo Financial Advisors, LLC

Position in CEF — CEF ETF

CIK 1722641 CARMEL, IN

All Filings in CEF

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,071,405	26,632	-0.5%	Shares	Sole	2026-07-08
2026-03-31	$1,277,464	26,770	-2.6%	Shares	Sole	2026-05-08
2025-12-31	$1,258,721	27,483	-2.7%	Shares	Sole	2026-02-04
2025-09-30	$1,036,382	28,247	-1.9%	Shares	Sole	2025-11-03
2025-06-30	$866,428	28,785	+1.7%	Shares	Sole	2025-09-12
2025-03-31	$804,173	28,306	-0.1%	Shares	Sole	2025-04-30
2024-12-31	$673,144	28,331	+0.7%	Shares	Sole	2025-01-30
2024-09-30	$689,197	28,142	-1.3%	Shares	Sole	2024-10-10
2024-06-30	$628,910	28,522	+0.7%	Shares	Sole	2024-07-10
2024-03-31	$576,069	28,322	+0.4%	Shares	Sole	2024-04-25
2023-12-31	$540,413	28,220	-0.1%	Shares	Sole	2024-01-29
2023-09-30	$489,064	28,237	0.0%	Shares	Sole	2023-10-20
2023-06-30	$508,830	28,237	-1.2%	Shares	Sole	2023-07-14
2023-03-31	$540,655	28,591	-1.7%	Shares	Sole	2023-04-17
2022-12-31	$521,368	29,078	-0.4%	Shares	Sole	2023-02-09
2022-09-30	$454,784	29,209	0.0%	Shares	Sole	2022-10-31
2022-06-30	$491,295	29,209	+4.2%	Shares	Sole	2022-08-03
2022-03-31	$543,124	28,025	+1.3%	Shares	Sole	2022-04-28
2021-12-31	$490,883	27,671	+6.3%	Shares	Sole	2022-01-07
2021-06-30	$486,147	26,025	+32.3%	Shares	Sole	2021-07-22
2021-03-31	$341,754	19,675	0.0%	Shares	Sole	2021-04-12
2020-12-31	$380,711	19,675	0.0%	Shares	Sole	2021-02-11
2020-09-30	$360,839	19,675	-6.1%	Shares	Sole	2020-10-28
2020-06-30	$354,139	20,955	0.0%	Shares	Sole	2020-07-20
2020-03-31	$306,362	20,955	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.