Valeo Financial Advisors’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Valeo Financial Advisors’s Portfolio TECB Stock Details TECB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-167	Closed	-$5K	–	1840
2020 Q3	$5K	Hold	167	–	–	﹤0.01%	1265
2020 Q2	$5K	Buy	+167	New	+$4.42K	﹤0.01%	1548

Other funds holding TECB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

RCS

Retirement Capital Strategies San Jose, California $288M AUM 17.43% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Valeo Financial Advisors's TECB Position: Q4 2020 in Review

Valeo Financial Advisors sold out of iShares US Tech Breakthrough Multisector ETF (TECB) in Q4 2020, closing a stake of 167 shares — an estimated $5K sold.

Valeo Financial Advisors first reported a position in TECB in Q2 2020 and held it in 2 quarters. The position peaked at $5K in Q3 2020. 18 funds tracked by Wall St. Rank hold TECB as of Q4 2020.

Valeo Financial Advisors reported no remaining iShares US Tech Breakthrough Multisector ETF position as of Q4 2020 after selling out during the quarter.
Valeo Financial Advisors sold 167 iShares US Tech Breakthrough Multisector ETF shares in Q4 2020, an estimated $5K.
Valeo Financial Advisors first reported a position in iShares US Tech Breakthrough Multisector ETF in Q2 2020 and held it in 2 quarters.
Valeo Financial Advisors's iShares US Tech Breakthrough Multisector ETF position peaked at $5K in Q3 2020.
18 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q4 2020.

Based on Valeo Financial Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.