VFA
TAO

Valeo Financial Advisors’s Invesco China Real Estate ETF TAO Stock Holding History

Valeo Financial Advisors’s Portfolio TAO Stock Details TAO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-52
Closed -$1K – 1880
2018
Q3 		$1K Hold
52
– – ﹤0.01% 1755
2018
Q2 		$1K Buy
+52
New +$1.58K ﹤0.01% 1589

Other funds holding TAO

Jane Street
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Valeo Financial Advisors's TAO Position: Q4 2018 in Review

Valeo Financial Advisors sold out of Invesco China Real Estate ETF (TAO) in Q4 2018, closing a stake of 52 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in TAO in Q2 2018 and held it in 2 quarters. The position peaked at $1K in Q3 2018. 19 funds tracked by Wall St. Rank hold TAO as of Q4 2018.

  • Valeo Financial Advisors reported no remaining Invesco China Real Estate ETF position as of Q4 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 52 Invesco China Real Estate ETF shares in Q4 2018, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Invesco China Real Estate ETF in Q2 2018 and held it in 2 quarters.
  • Valeo Financial Advisors's Invesco China Real Estate ETF position peaked at $1K in Q3 2018.
  • 19 funds tracked by Wall St. Rank held Invesco China Real Estate ETF as of Q4 2018.

Based on Valeo Financial Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.