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Valeo Financial Advisors’s Nasdaq NDAQ Stock Holding History

Valeo Financial Advisors’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$386K Buy
4,196
+370
+10% +$34.6K 0.01% 544
2026
Q2 		$302K Sell
3,826
-87
-2% -$7.63K 0.01% 622
2026
Q1 		$332K Sell
3,913
-2,945
-43% -$264K 0.01% 514
2025
Q4 		$666K Buy
6,858
+609
+10% +$54.8K 0.01% 393
2025
Q3 		$553K Buy
6,249
+159
+3% +$14.7K 0.01% 442
2025
Q2 		$545K Buy
6,090
+313
+5% +$25K 0.01% 430
2025
Q1 		$438K Sell
5,777
-84
-1% -$6.61K 0.01% 445
2024
Q4 		$453K Buy
5,861
+4
+0.1% +$309 0.01% 429
2024
Q3 		$428K Buy
5,857
+104
+2% +$7.1K 0.01% 447
2024
Q2 		$347K Sell
5,753
-34
-0.6% -$2.06K 0.01% 476
2024
Q1 		$356K Buy
5,787
+119
+2% +$6.88K 0.01% 456
2023
Q4 		$330K Buy
+5,668
New +$299K 0.01% 464
2021
Q2 		– Sell
-1,908
Closed -$94K – 1327
2021
Q1 		$94K Buy
+1,908
New +$90.6K ﹤0.01% 647
2020
Q3 		– Sell
-72
Closed -$3K – 1950
2020
Q2 		$3K Buy
+72
New +$2.68K ﹤0.01% 1680
2020
Q1 		– Sell
-981
Closed -$35K – 1871
2019
Q4 		$35K Buy
+981
New +$33.4K ﹤0.01% 772
2019
Q2 		– Sell
-117
Closed -$3.58K – 1626
2019
Q1 		$3K Hold
117
– – ﹤0.01% 1295
2018
Q4 		$3K Sell
117
-84
-42% -$2.39K ﹤0.01% 1214
2018
Q3 		$6K Sell
201
-81
-29% -$2.49K ﹤0.01% 1138
2018
Q2 		$9K Sell
282
-51
-15% -$1.53K ﹤0.01% 973
2018
Q1 		$10K Buy
333
+132
+66% +$3.56K ﹤0.01% 922
2017
Q4 		$5K Buy
+201
New +$5.07K ﹤0.01% 1017

Other funds holding NDAQ

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

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

Valeo Financial Advisors increased its Nasdaq (NDAQ) stake by 9.7% in Q3 2026, buying an estimated $34.6K and bringing the position to 4,196 shares worth $386K. The position accounts for 0.01% of the portfolio, ranked #544.

Valeo Financial Advisors first reported a position in NDAQ in Q4 2017 and has held it in 21 quarters since. The position peaked at $666K in Q4 2025. 37 funds tracked by Wall St. Rank hold NDAQ as of Q3 2026.

  • Valeo Financial Advisors held 4,196 shares of Nasdaq worth $386K as of Q3 2026.
  • Valeo Financial Advisors bought 370 Nasdaq shares in Q3 2026, an estimated $34.6K.
  • Nasdaq made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #544 holding.
  • Valeo Financial Advisors first reported a position in Nasdaq in Q4 2017 and has held it in 21 quarters since.
  • Valeo Financial Advisors's Nasdaq position peaked at $666K in Q4 2025.
  • 37 funds tracked by Wall St. Rank held Nasdaq as of Q3 2026.

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