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Valeo Financial Advisors’s CapForce IBD 50 ETF FFTY Stock Holding History

Valeo Financial Advisors’s Portfolio FFTY Stock Details FFTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-100
Closed -$4K – 960
2021
Q1 		$4K Sell
100
-100
-50% -$4.54K ﹤0.01% 1619
2020
Q4 		$8K Buy
+200
New +$7.8K ﹤0.01% 1245
2020
Q3 		– Sell
-250
Closed -$9K – 1767
2020
Q2 		$9K Buy
250
+150
+150% +$4.66K ﹤0.01% 1317
2020
Q1 		$3K Sell
100
-220
-69% -$7.33K ﹤0.01% 1411
2019
Q4 		$11K Buy
320
+70
+28% +$2.37K ﹤0.01% 1081
2019
Q3 		$8K Sell
250
-100
-29% -$3.42K ﹤0.01% 1077
2019
Q2 		$12K Hold
350
– – ﹤0.01% 972
2019
Q1 		$12K Buy
350
+300
+600% +$9.44K ﹤0.01% 921
2018
Q4 		$1K Sell
50
-200
-80% -$6.2K ﹤0.01% 1373
2018
Q3 		$8K Hold
250
– – ﹤0.01% 1033
2018
Q2 		$9K Buy
+250
New +$8.72K ﹤0.01% 966

Other funds holding FFTY

CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

Valeo Financial Advisors sold out of CapForce IBD 50 ETF (FFTY) in Q2 2021, closing a stake of 100 shares — an estimated $4K sold.

Valeo Financial Advisors first reported a position in FFTY in Q2 2018 and held it in 11 quarters. The position peaked at $12K in Q2 2019. 68 funds tracked by Wall St. Rank hold FFTY as of Q2 2021.

  • Valeo Financial Advisors reported no remaining CapForce IBD 50 ETF position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 100 CapForce IBD 50 ETF shares in Q2 2021, an estimated $4K.
  • Valeo Financial Advisors first reported a position in CapForce IBD 50 ETF in Q2 2018 and held it in 11 quarters.
  • Valeo Financial Advisors's CapForce IBD 50 ETF position peaked at $12K in Q2 2019.
  • 68 funds tracked by Wall St. Rank held CapForce IBD 50 ETF as of Q2 2021.

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