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Valeo Financial Advisors’s Aimco AIV Stock Holding History

Valeo Financial Advisors’s Portfolio AIV Stock Details AIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$21.3K Buy
+10,779
New +$27.6K ﹤0.01% 843
2021
Q2 		– Sell
-615
Closed -$4K – 551
2021
Q1 		$4K Sell
615
-21
-3% -$106 ﹤0.01% 1601
2020
Q4 		$3K Sell
636
-4,011
-86% -$17.8K ﹤0.01% 1448
2020
Q3 		$21K Hold
4,647
– – ﹤0.01% 904
2020
Q2 		$23K Hold
4,647
– – ﹤0.01% 1002
2020
Q1 		$25K Hold
4,647
– – ﹤0.01% 823
2019
Q4 		$32K Buy
+4,647
New +$32.8K ﹤0.01% 789

Other funds holding AIV

MW
Merited Wealth North Bay Village, Florida $144M AUM 10.66% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return

Valeo Financial Advisors's AIV Position: Q3 2026 in Review

Valeo Financial Advisors opened a new position in Aimco (AIV) in Q3 2026: 10,779 shares worth $21.3K. The stake represents ﹤0.01% of the portfolio and ranks #843 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in AIV as recently as Q1 2021.

Valeo Financial Advisors first reported a position in AIV in Q4 2019 and has held it in 7 quarters since. The position peaked at $32K in Q4 2019. 6 funds tracked by Wall St. Rank hold AIV as of Q3 2026.

  • Valeo Financial Advisors held 10,779 shares of Aimco worth $21.3K as of Q3 2026.
  • Aimco was a new Valeo Financial Advisors position in Q3 2026.
  • Aimco made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #843 holding.
  • Valeo Financial Advisors first reported a position in Aimco in Q4 2019 and has held it in 7 quarters since.
  • Valeo Financial Advisors's Aimco position peaked at $32K in Q4 2019.
  • 6 funds tracked by Wall St. Rank held Aimco as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.