Valeo Financial Advisors’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-121	Closed	-$13K	–	775
2021 Q1	$13K	Hold	121	–	–	﹤0.01%	1285
2020 Q4	$14K	Hold	121	–	–	﹤0.01%	1114
2020 Q3	$14K	Hold	121	–	–	﹤0.01%	997
2020 Q2	$14K	Hold	121	–	–	﹤0.01%	1169
2020 Q1	$13K	Hold	121	–	–	﹤0.01%	996
2019 Q4	$13K	Hold	121	–	–	﹤0.01%	1022
2019 Q3	$13K	Hold	121	–	–	﹤0.01%	958
2019 Q2	$13K	Hold	121	–	–	﹤0.01%	954
2019 Q1	$13K	Hold	121	–	–	﹤0.01%	882
2018 Q4	$12K	Hold	121	–	–	﹤0.01%	828
2018 Q3	$12K	Hold	121	–	–	﹤0.01%	908
2018 Q2	$12K	Hold	121	–	–	﹤0.01%	896
2018 Q1	$12K	Buy	+121	New	+$12.5K	﹤0.01%	876

Other funds holding CORP

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MAG

Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

TCM

Towercrest Capital Management Newtown, Pennsylvania $642M AUM 11.71% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

AWMG

Alliance Wealth Management Group Flemington, New Jersey $457M AUM 12.13% 1-Year Est. Return

Valeo Financial Advisors's CORP Position: Q2 2021 in Review

Valeo Financial Advisors sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q2 2021, closing a stake of 121 shares — an estimated $13K sold.

Valeo Financial Advisors first reported a position in CORP in Q1 2018 and held it in 13 quarters. The position peaked at $14K in Q4 2020. 135 funds tracked by Wall St. Rank hold CORP as of Q2 2021.

Valeo Financial Advisors reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 121 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2021, an estimated $13K.
Valeo Financial Advisors first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q1 2018 and held it in 13 quarters.
Valeo Financial Advisors's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $14K in Q4 2020.
135 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.