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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

RA
REX Advisers Fairfield, Connecticut $21.1M AUM 369.34% 1-Year Est. Return
DIM
DLK Investment Management Solana Beach, California $275M AUM 10.69% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 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
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

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

Valeo Financial Advisors increased its Riot Platforms (RIOT) stake by 0.53% in Q3 2026, buying an estimated $1.3K and bringing the position to 11,673 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #720.

Valeo Financial Advisors first reported a position in RIOT in Q4 2020 and has held it in 9 quarters since. The position peaked at $340K in Q3 2025. 11 funds tracked by Wall St. Rank hold RIOT as of Q3 2026.

  • Valeo Financial Advisors held 11,673 shares of Riot Platforms worth $235K as of Q3 2026.
  • Valeo Financial Advisors bought 62 Riot Platforms shares in Q3 2026, an estimated $1.3K.
  • Riot Platforms made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #720 holding.
  • Valeo Financial Advisors first reported a position in Riot Platforms in Q4 2020 and has held it in 9 quarters since.
  • Valeo Financial Advisors's Riot Platforms position peaked at $340K in Q3 2025.
  • 11 funds tracked by Wall St. Rank held Riot Platforms as of Q3 2026.

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