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Valeo Financial Advisors, LLC → LIVE

Valeo Financial Advisors, LLC LIVE Position History

Live Ventures Incorporated

Quarters held
5
Latest value
$887K
Q3 2026
Peak value
$1.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$683K
Q4 2025$719K
Q1 2026$1M
Q2 2026$1.2M
Q3 2026$887K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$887K11.9K——
Q2 2026$1.2M16.4K——
Q1 2026$1M17.3K——
Q4 2025$719K11.6K——
Q3 2025$683K11.5K——

Other funds holding LIVE

Other Valeo Financial Advisors, LLC positions

SPY

SPDR S&P 500 ETF

$682.2M
SPY

SPDR S&P 500 ETF

$681.6M
SPY

SPDR S&P 500 ETF

$635.2M
SPY

SPDR S&P 500 ETF

$626.7M
SPY

SPDR S&P 500 ETF

$599.9M
ETHA

ISHARES S&P SMALLCAP 600 ETF

$281.5M
ETHA

ISHARES S&P SMALLCAP 600 ETF

$271.1M
ETHA

ISHARES S&P SMALLCAP 600 ETF

$253.2M