PFG Advisors
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PFG Advisors’s Velo3D Inc VELO Stock Holding History

PFG Advisors’s Portfolio VELO Stock Details VELO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$815K Sell
74,839
-144
-0.2% -$1.74K 0.04% 421
2026
Q2 		$1.32M Buy
+74,983
New +$1.3M 0.07% 313

Other funds holding VELO

Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Griffin Asset Management
Griffin Asset Management New York $934M AUM 18.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
HBW Advisory Services
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

PFG Advisors's VELO Position: Q3 2026 in Review

PFG Advisors reduced its Velo3D Inc (VELO) stake by 0.19% in Q3 2026, selling an estimated $1.74K and leaving 74,839 shares worth $815K. The position accounts for 0.04% of the portfolio, ranked #421.

PFG Advisors first reported a position in VELO in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.32M in Q2 2026. 38 funds tracked by Wall St. Rank hold VELO as of Q3 2026.

  • PFG Advisors held 74,839 shares of Velo3D Inc worth $815K as of Q3 2026.
  • PFG Advisors sold 144 Velo3D Inc shares in Q3 2026, an estimated $1.74K.
  • Velo3D Inc made up 0.04% of PFG Advisors's portfolio in Q3 2026, its #421 holding.
  • PFG Advisors first reported a position in Velo3D Inc in Q2 2026 and has held it in 2 quarters since.
  • PFG Advisors's Velo3D Inc position peaked at $1.32M in Q2 2026.
  • 38 funds tracked by Wall St. Rank held Velo3D Inc as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.