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Valeo Financial Advisors’s Interactive Brokers IBKR Stock Holding History

Valeo Financial Advisors’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$409K Buy
4,793
+449
+10% +$41.1K 0.01% 520
2026
Q2 		$378K Sell
4,344
-151
-3% -$12.6K 0.01% 539
2026
Q1 		$301K Buy
4,495
+548
+14% +$39.1K 0.01% 542
2025
Q4 		$254K Buy
3,947
+470
+14% +$31.5K 0.01% 679
2025
Q3 		$239K Buy
+3,477
New +$219K 0.01% 688
2021
Q2 		– Sell
-108
Closed -$2K – 1099
2021
Q1 		$2K Buy
+108
New +$1.95K ﹤0.01% 1796
2020
Q3 		– Sell
-52
Closed -$1K – 1835
2020
Q2 		$1K Buy
+52
New +$544 ﹤0.01% 1890
2019
Q2 		– Sell
-320
Closed -$4K – 1604
2019
Q1 		$4K Hold
320
– – ﹤0.01% 1232
2018
Q4 		$4K Hold
320
– – ﹤0.01% 1139
2018
Q3 		$4K Hold
320
– – ﹤0.01% 1270
2018
Q2 		$5K Hold
320
– – ﹤0.01% 1135
2018
Q1 		$5K Hold
320
– – ﹤0.01% 1133
2017
Q4 		$5K Sell
320
-800
-71% -$10.9K ﹤0.01% 1004
2017
Q3 		$13K Buy
+1,120
New +$11.4K ﹤0.01% 641

Other funds holding IBKR

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $160M AUM 18.68% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

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

Valeo Financial Advisors increased its Interactive Brokers (IBKR) stake by 10% in Q3 2026, buying an estimated $41.1K and bringing the position to 4,793 shares worth $409K. The position accounts for 0.01% of the portfolio, ranked #520.

Valeo Financial Advisors first reported a position in IBKR in Q3 2017 and has held it in 14 quarters since. 36 funds tracked by Wall St. Rank hold IBKR as of Q3 2026.

  • Valeo Financial Advisors held 4,793 shares of Interactive Brokers worth $409K as of Q3 2026.
  • Valeo Financial Advisors bought 449 Interactive Brokers shares in Q3 2026, an estimated $41.1K.
  • Interactive Brokers made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #520 holding.
  • Valeo Financial Advisors first reported a position in Interactive Brokers in Q3 2017 and has held it in 14 quarters since.
  • 36 funds tracked by Wall St. Rank held Interactive Brokers as of Q3 2026.

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