VFA
HAO

Valeo Financial Advisors’s Invesco China Small Cap ETF HAO Stock Holding History

Valeo Financial Advisors’s Portfolio HAO Stock Details HAO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-32
Closed -$1K – 1725
2019
Q1 		$1K Buy
+32
New +$798 ﹤0.01% 1532

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Luther King Capital Management (LKCM)
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IA
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Valeo Financial Advisors's HAO Position: Q2 2019 in Review

Valeo Financial Advisors sold out of Invesco China Small Cap ETF (HAO) in Q2 2019, closing a stake of 32 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in HAO in Q1 2019 and held it in 1 quarter. The position peaked at $1K in Q1 2019. 18 funds tracked by Wall St. Rank hold HAO as of Q2 2019.

  • Valeo Financial Advisors reported no remaining Invesco China Small Cap ETF position as of Q2 2019 after selling out during the quarter.
  • Valeo Financial Advisors sold 32 Invesco China Small Cap ETF shares in Q2 2019, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Invesco China Small Cap ETF in Q1 2019 and held it in 1 quarter.
  • Valeo Financial Advisors's Invesco China Small Cap ETF position peaked at $1K in Q1 2019.
  • 18 funds tracked by Wall St. Rank held Invesco China Small Cap ETF as of Q2 2019.

Based on Valeo Financial Advisors's 13F filing for Q2 2019, filed 10 Jul 2019.