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Valeo Financial Advisors’s Riot Platforms RIOT Stock Holding History

Valeo Financial Advisors’s Portfolio RIOT Stock Details RIOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-400
Closed -$21K – 1530
2021
Q1 		$21K Buy
+400
New +$16.2K ﹤0.01% 1147

Other funds holding RIOT

MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BPIA
Broad Peak Investment Advisers Singapore $544M AUM 132.56% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Valeo Financial Advisors's RIOT Position: Q2 2026 in Review

Valeo Financial Advisors reduced its Riot Platforms (RIOT) stake by 35% in Q2 2026, selling an estimated $143K and leaving 11,611 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #609.

Valeo Financial Advisors first reported a position in RIOT in Q4 2020 and has held it in 8 quarters since. The position peaked at $340K in Q3 2025. 141 funds tracked by Wall St. Rank hold RIOT as of Q2 2026.

  • Valeo Financial Advisors held 11,611 shares of Riot Platforms worth $318K as of Q2 2026.
  • Valeo Financial Advisors sold 6,338 Riot Platforms shares in Q2 2026, an estimated $143K.
  • Riot Platforms made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #609 holding.
  • Valeo Financial Advisors first reported a position in Riot Platforms in Q4 2020 and has held it in 8 quarters since.
  • Valeo Financial Advisors's Riot Platforms position peaked at $340K in Q3 2025.
  • 141 funds tracked by Wall St. Rank held Riot Platforms as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.