Valeo Financial Advisors
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Valeo Financial Advisors’s ASP Isotopes ASPI Stock Holding History

Valeo Financial Advisors’s Portfolio ASPI Stock Details ASPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$79.5K Hold
30,000
– – ﹤0.01% 815
2026
Q2 		$187K Buy
+30,000
New +$177K ﹤0.01% 773

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Fort Washington Investment Advisors
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FAG
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SBCM
Silverberg Bernstein Capital Management Armonk, New York $211M AUM 58.81% 1-Year Est. Return
Anchyra Partners
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
FVCM
F&V Capital Management Boca Raton, Florida $561M AUM 35.73% 1-Year Est. Return
Bank of New Hampshire
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

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

Valeo Financial Advisors held its ASP Isotopes (ASPI) position steady in Q3 2026 at 30,000 shares worth $79.5K. The position accounts for ﹤0.01% of the portfolio, ranked #815.

Valeo Financial Advisors first reported a position in ASPI in Q2 2026 and has held it in 2 quarters since. The position peaked at $187K in Q2 2026. 15 funds tracked by Wall St. Rank hold ASPI as of Q3 2026.

  • Valeo Financial Advisors held 30,000 shares of ASP Isotopes worth $79.5K as of Q3 2026.
  • Valeo Financial Advisors left its ASP Isotopes share count unchanged in Q3 2026.
  • ASP Isotopes made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #815 holding.
  • Valeo Financial Advisors first reported a position in ASP Isotopes in Q2 2026 and has held it in 2 quarters since.
  • Valeo Financial Advisors's ASP Isotopes position peaked at $187K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held ASP Isotopes as of Q3 2026.

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