Valeo Financial Advisors’s American Customer Satisfaction ETF ACSI Stock Holding History

Valeo Financial Advisors’s Portfolio ACSI Stock Details ACSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-14,971	Closed	-$995K	–	837
2025 Q3	$995K	Hold	14,971	–	–	0.02%	307
2025 Q2	$950K	Hold	14,971	–	–	0.02%	311
2025 Q1	$890K	Hold	14,971	–	–	0.02%	282
2024 Q4	$910K	Buy	+14,971	New	+$904K	0.03%	284

Other funds holding ACSI

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Valeo Financial Advisors's ACSI Position: Q4 2025 in Review

Valeo Financial Advisors sold out of American Customer Satisfaction ETF (ACSI) in Q4 2025, closing a stake of 14,971 shares — an estimated $995K sold.

Valeo Financial Advisors first reported a position in ACSI in Q4 2024 and held it in 4 quarters. The position peaked at $995K in Q3 2025. 3 funds tracked by Wall St. Rank hold ACSI as of Q4 2025.

Valeo Financial Advisors reported no remaining American Customer Satisfaction ETF position as of Q4 2025 after selling out during the quarter.
Valeo Financial Advisors sold 14,971 American Customer Satisfaction ETF shares in Q4 2025, an estimated $995K.
Valeo Financial Advisors first reported a position in American Customer Satisfaction ETF in Q4 2024 and held it in 4 quarters.
Valeo Financial Advisors's American Customer Satisfaction ETF position peaked at $995K in Q3 2025.
3 funds tracked by Wall St. Rank held American Customer Satisfaction ETF as of Q4 2025.

Based on Valeo Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.