VFA
XLVS

Valeo Financial Advisors’s POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO XLVS Stock Holding History

Valeo Financial Advisors’s Portfolio XLVS Stock Details XLVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-219
Closed -$24K – 1846
2018
Q1 		$24K Buy
+219
New +$24K ﹤0.01% 668

Other funds holding XLVS

NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
IC
Inverness Counsel New York $1.8B AUM 9.9% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
CWA
Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return
SFG
SevenBridge Financial Group Harrisburg, Pennsylvania $640M AUM 27.29% 1-Year Est. Return
NR
Newfound Research Wellesley Hills, Massachusetts $40.8M AUM 12.42% 1-Year Est. Return

Valeo Financial Advisors's XLVS Position: Q2 2018 in Review

Valeo Financial Advisors sold out of POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO (XLVS) in Q2 2018, closing a stake of 219 shares — an estimated $24K sold.

Valeo Financial Advisors first reported a position in XLVS in Q1 2018 and held it in 1 quarter. The position peaked at $24K in Q1 2018. 7 funds tracked by Wall St. Rank hold XLVS as of Q2 2018.

  • Valeo Financial Advisors reported no remaining POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position as of Q2 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 219 POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO shares in Q2 2018, an estimated $24K.
  • Valeo Financial Advisors first reported a position in POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO in Q1 2018 and held it in 1 quarter.
  • Valeo Financial Advisors's POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO position peaked at $24K in Q1 2018.
  • 7 funds tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP HEALTH CARE PORTFOLIO as of Q2 2018.

Based on Valeo Financial Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.