Valeo Financial Advisors’s Xtrackers International Real Estate ETF HAUZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-61	Closed	-$2K	–	1059
2021 Q1	$2K	Hold	61	–	–	﹤0.01%	1793
2020 Q4	$2K	Hold	61	–	–	﹤0.01%	1517
2020 Q3	$1K	Sell	61 -36	-37%	-$861	﹤0.01%	1482
2020 Q2	$2K	Buy	+97	New	+$2.19K	﹤0.01%	1757
2020 Q1	–	Sell	-587	Closed	-$17K	–	1842
2019 Q4	$17K	Buy	+587	New	+$17.2K	﹤0.01%	954

Other funds holding HAUZ

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

Valeo Financial Advisors sold out of Xtrackers International Real Estate ETF (HAUZ) in Q2 2021, closing a stake of 61 shares — an estimated $2K sold.

Valeo Financial Advisors first reported a position in HAUZ in Q4 2019 and held it in 5 quarters. The position peaked at $17K in Q4 2019. 34 funds tracked by Wall St. Rank hold HAUZ as of Q2 2021.

Valeo Financial Advisors reported no remaining Xtrackers International Real Estate ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 61 Xtrackers International Real Estate ETF shares in Q2 2021, an estimated $2K.
Valeo Financial Advisors first reported a position in Xtrackers International Real Estate ETF in Q4 2019 and held it in 5 quarters.
Valeo Financial Advisors's Xtrackers International Real Estate ETF position peaked at $17K in Q4 2019.
34 funds tracked by Wall St. Rank held Xtrackers International Real Estate ETF as of Q2 2021.

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