Aveo Capital Partners, LLC Closed Holding Positions

Aveo Capital Partners, LLC

  • $856 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
FLRN
Spdr Bloomberg Investment Grad

ETFs
Q3 2021 Filed on Nov 12, 2021
24,538
$30.62 - $30.66 $751K - $752K
MXI
Ishares Global Materials ETF

ETFs
Q3 2021 Filed on Nov 12, 2021
43,981
$85.18 - $94.62 $3.75M - $4.16M
KBE
Spdr S&P Bank ETF

ETFs
Q3 2021 Filed on Nov 12, 2021
86,062
$47.2 - $53.65 $4.06M - $4.62M
IHF
Ishares Tr

ETFs
Q3 2021 Filed on Nov 12, 2021
16,140
$255.78 - $273.21 $4.13M - $4.41M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q3 2021 Filed on Nov 12, 2021
2,700
$145.08 - $221.87 $392K - $599K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
Q3 2021 Filed on Nov 12, 2021
8,366
$31.44 - $33.72 $263K - $282K
EPP
Ishares Inc

ETFs
Q3 2021 Filed on Nov 12, 2021
6,579
$48.46 - $52.1 $319K - $343K
CLNE
Clean Energy Fuels Corp.

Energy
Q3 2021 Filed on Nov 12, 2021
40,000
$6.62 - $10.44 $265K - $418K
LUV
Southwest Airlines CO

Industrials
Q3 2021 Filed on Nov 12, 2021
4,163
$47.36 - $53.86 $197K - $224K
Medallia Inc
Q3 2021 Filed on Nov 12, 2021
35,000
N/A
KIE
Spdr S&P Insurance ETF

ETFs
Q3 2021 Filed on Nov 12, 2021
108,760
$36.77 - $39.84 $4M - $4.33M
CCI
Crown Castle International Corp

Real Estate
Q2 2021 Filed on Aug 13, 2021
2,238
$174.46 - $200.24 $390K - $448K
ENDPQ
Endo Intl PLC Ord Shs (Irl)
Q2 2021 Filed on Aug 13, 2021
12,083
N/A
PBA
Pembina Pipeline Corp

Energy
Q2 2021 Filed on Aug 13, 2021
7,250
$29.08 - $33.82 $211K - $245K
EWQ
Ishares Msci France ETF

ETFs
Q2 2021 Filed on Aug 13, 2021
18,522
$35.39 - $39.49 $655K - $731K
EWY
Ishares Inc Msci South Korea E

ETFs
Q2 2021 Filed on Aug 13, 2021
47,394
$88.18 - $94.01 $4.18M - $4.46M
KMB
Kimberly Clark Corp

Consumer Defensive
Q2 2021 Filed on Aug 13, 2021
1,659
$128.69 - $142.39 $213K - $236K
BIIB
Biogen Inc.

Healthcare
Q2 2021 Filed on Aug 13, 2021
1,175
$259.0 - $414.71 $304K - $487K
AIA
Ishares S&P Asia 50 ETF

ETFs
Q2 2021 Filed on Aug 13, 2021
44,148
$86.44 - $94.72 $3.82M - $4.18M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
Q2 2021 Filed on Aug 13, 2021
100,728
$39.26 - $42.54 $3.95M - $4.28M
Ishares Gold Tr
Q2 2021 Filed on Aug 13, 2021
255,139
N/A
ACWI
Ishares Msci Acwi ETF

ETFs
Q1 2021 Filed on May 11, 2021
4,489
$90.22 - $96.52 $405K - $433K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
Q1 2021 Filed on May 11, 2021
5,947
$101.35 - $167.42 $603K - $996K
PLTR
Palantir Technologies Inc.

Technology
Q1 2021 Filed on May 11, 2021
24,000
$21.73 - $39.0 $522K - $936K
IJS
Ishares S&P Smallcap 600 Value

ETFs
Q1 2021 Filed on May 11, 2021
3,068
$80.37 - $107.94 $247K - $331K
XLG
Invesco Exchange Traded Fd Tr

ETFs
Q4 2020 Filed on Feb 10, 2021
4,422
$252.63 - $285.66 $1.12M - $1.26M
Miragen Therapeutics Inc
Q4 2020 Filed on Feb 10, 2021
16,732
N/A
HDV
Ishares Core High Dividend ETF

ETFs
Q4 2020 Filed on Feb 10, 2021
3,449
$77.25 - $90.74 $266K - $313K
SPG
Simon Property Group Inc

Real Estate
Q4 2020 Filed on Feb 10, 2021
4,071
$60.76 - $93.91 $247K - $382K
IWY
Ishares Tr Russell 200 Growth

ETFs
Q4 2020 Filed on Feb 10, 2021
11,090
$116.6 - $133.06 $1.29M - $1.48M
FPX
First Trust Us Equity Opportun

ETFs
Q4 2020 Filed on Feb 10, 2021
13,797
$95.53 - $123.94 $1.32M - $1.71M
BKF
Ishares Mcsi Bic ETF

ETFs
Q4 2020 Filed on Feb 10, 2021
75,130
$46.38 - $52.24 $3.48M - $3.92M
Wpx Energy Inc
Q4 2020 Filed on Feb 10, 2021
14,272
N/A
RKT
Rocket Companies, Inc.

Financial Services
Q4 2020 Filed on Feb 10, 2021
27,500
$18.23 - $23.58 $501K - $648K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q4 2020 Filed on Feb 10, 2021
4,813
$82.66 - $83.25 $398K - $401K
IBB
Ishares Biotechnology ETF

ETFs
Q4 2020 Filed on Feb 10, 2021
1,734
$130.38 - $157.31 $226K - $273K
IWB
Ishares Tr Russell 1000 ETF

ETFs
Q4 2020 Filed on Feb 10, 2021
1,536
$182.85 - $211.84 $281K - $325K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
Q4 2020 Filed on Feb 10, 2021
6,962
$51.33 - $51.65 $357K - $360K
Royal Dutch Shell PLC
Q3 2020 Filed on Nov 13, 2020
10,000
N/A
Royal Dutch Shell PLC
Q3 2020 Filed on Nov 13, 2020
21,221
N/A
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
Q2 2020 Filed on Aug 12, 2020
16,440
$85.62 - $110.58 $1.41M - $1.82M
Extraction Oil And Gas Inc
Q2 2020 Filed on Aug 12, 2020
21,236
N/A
Tallgrass Energy LP
Q2 2020 Filed on Aug 12, 2020
15,548
N/A
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q2 2020 Filed on Aug 12, 2020
96,514
$30.09 - $31.34 $2.9M - $3.02M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q2 2020 Filed on Aug 12, 2020
1,149
$243.09 - $355.21 $279K - $408K
Alps ETF Tr
Q2 2020 Filed on Aug 12, 2020
36,928
N/A
MOAT
Vaneck Morningstar Wide Moat E

ETFs
Q2 2020 Filed on Aug 12, 2020
5,675
N/A
United Technologies Corp
Q2 2020 Filed on Aug 12, 2020
5,010
N/A
SGOL
Abrdn Gold ETF Trust

ETFs
Q1 2020 Filed on May 05, 2020
125,328
$14.12 - $16.16 $1.77M - $2.03M
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