13F Filings History of Aveo Capital Partners, LLC

Latest 13F report
Q1 2025 - 12 May 2025
Value $
$0
Signature - Title
Andrew Armstrong - Compliance Consultant
Location
Englewood, CO
Summary
This page shows a list of all the recent 13F filings made by Aveo Capital Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Aveo Capital Partners, LLC reported 177 stock holdings with total value $595,786,268 as of Q1 2025. Top holdings included DFAU, PYLD, OEF, SGOV, and QQQM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 0 $0 $0 $0 $0 13F-HR 08 Jan 2026, 09:42
Q3 2025 0 $0 $0 $0 $0 13F-HR 14 Nov 2025, 15:07
Q2 2025 0 $0 $0 -$595,786,268 -$595,786,268 13F-HR 21 Aug 2025, 10:51
Q1 2025 177 $595,786,268 +$104,001,689 -$408,667,205 -$304,665,516 DFAU, PYLD, OEF, SGOV, QQQM 13F-HR 12 May 2025, 16:08
Q4 2024 338 $912,607,097 +$141,220,819 -$152,192,411 -$10,971,592 SGOV, IVV, DFAU, IUS, QQQM 13F-HR 30 Jan 2025, 13:55
Q3 2024 339 $941,441,742 +$141,963,445 -$124,883,345 +$17,080,100 DFAU, IVV, IEF, IUS, SGOV 13F-HR 12 Nov 2024, 16:00
Q2 2024 317 $881,807,283 +$90,980,727 -$142,927,718 -$51,946,991 DFAU, IVV, QLD, IUS, USHY 13F-HR 02 Aug 2024, 12:32
Q1 2024 362 $916,783,268 +$178,975,238 -$120,301,000 +$58,674,238 SGOV, DFAU, IVV, USHY, IUS 13F-HR 06 May 2024, 10:07
Q4 2023 338 $829,090,212 +$178,178,994 -$167,211,739 +$10,967,255 DFAU, IVV, SGOV, USHY, IUS Restatement 13 Feb 2024, 09:38
Q3 2023 333 $760,605,787 +$124,626,612 -$125,295,753 -$669,141 SGOV, DFAU, IVV, JNK, QLD 13F-HR 06 Nov 2023, 12:09
Q2 2023 336 $788,025,892 +$165,742,874 -$146,464,687 +$19,278,187 DFAU, IVV, USHY, JNK, JCPB 13F-HR 08 Aug 2023, 16:04
Q1 2023 336 $749,312,334 +$165,425,954 -$105,948,940 +$59,477,014 SGOV, IEF, IVV, DFAU, JNK 13F-HR 03 May 2023, 13:22
Q4 2022 329 $664,980,421 +$218,791,937 -$162,875,351 +$55,916,586 SGOV, IVV, DFAU, DFAE, ANGL 13F-HR 03 Feb 2023, 10:01
Q3 2022 270 $580,269,000 +$104,354,444 -$100,134,010 +$4,220,434 SGOV, IVV, DFAU, VTEB, IEF 13F-HR 09 Nov 2022, 10:59
Q2 2022 268 $610,101,000 +$221,945,633 -$117,833,787 +$104,111,846 SGOV, TIP, IVV, VTEB, DFAU 13F-HR 05 Aug 2022, 13:57
Q1 2022 273 $567,025,000 +$154,369,830 -$117,791,231 +$36,578,599 SGOV, TIP, IVV, SSO, AGG 13F-HR 13 May 2022, 10:11
Q4 2021 282 $554,011,000 +$113,239,317 -$52,614,647 +$60,624,670 UJB, HYG, IVV, AGG, SSO 13F-HR 11 Feb 2022, 11:32
Q3 2021 255 $479,447,000 +$114,767,166 -$85,020,175 +$29,746,991 AGG, IVV, HYG, UJB, SHY 13F-HR 12 Nov 2021, 09:02
Q2 2021 260 $452,694,000 +$118,791,155 -$80,798,144 +$37,993,011 HYG, IVV, AGG, UJB, QLD 13F-HR 13 Aug 2021, 11:43
Q1 2021 232 $397,027,000 +$335,371,334 -$3,509,618 +$331,861,716 HYG, AGG, UJB, IVV, SSO 13F-HR 11 May 2021, 09:50
Q4 2020 66 $64,617,000 +$9,567,393 -$228,665,911 -$219,098,518 AGG, SHY, BIL, IAU, BOND 13F-HR 10 Feb 2021, 12:54
Q3 2020 191 $277,757,000 +$228,023,216 -$738,844 +$227,284,372 SHY, AGG, SPY, IEF, IVV 13F-HR 13 Nov 2020, 13:40
Q2 2020 57 $49,632,000 +$8,838,666 -$175,098,812 -$166,260,146 AGG, BIL, SHY, IAU, STOT 13F-HR 12 Aug 2020, 16:11
Q1 2020 156 $205,674,000 +$67,267,309 -$83,751,046 -$16,483,737 SHY, SPY, IEF, IVV, AGG 13F-HR 05 May 2020, 10:48
Q4 2019 184 $252,765,000 +$53,380,336 -$46,874,896 +$6,505,440 SPY, IVV, AGG, EFA, IEF 13F-HR 06 Feb 2020, 11:30
Q3 2019 182 $239,683,000 +$52,652,315 -$44,410,723 +$8,241,592 SPY, IVV, RSPR, IEF, HYG 13F-HR 07 Nov 2019, 11:09
Q2 2019 184 $229,940,000 +$66,379,375 -$58,095,494 +$8,283,881 SPYG, IVV, IEF, SPTS, AGG 13F-HR 06 Aug 2019, 13:48
Q1 2019 166 $216,421,000 +$57,252,904 -$54,313,276 +$2,939,628 QXGG, QXTR, IVV, IEF, IYLD 13F-HR 07 May 2019, 10:51
Q4 2018 129 $200,290,000 +$35,692,383 -$49,527,032 -$13,834,649 QXGG, QXTR, IVV, IEF, MINT 13F-HR 11 Feb 2019, 16:21
Q3 2018 140 $223,179,000 +$30,406,676 -$29,511,165 +$895,511 QXGG, QXTR, QXMI, IVV, IEF 13F-HR 09 Nov 2018, 10:17
Q2 2018 140 $226,779,000 +$26,855,760 -$43,171,930 -$16,316,170 QXGG, QXTR, QXMI, IEF, IVV 13F-HR 14 Aug 2018, 11:29
Q1 2018 142 $239,550,000 +$28,702,216 -$86,134,526 -$57,432,310 QXGG, QXTR, QXMI, IEF, IVV 13F-HR 11 May 2018, 14:20
Q4 2017 144 $300,688,000 +$21,534,385 -$18,757,432 +$2,776,953 QXTR, QXGG, QXMI, AGG, QXRR 13F-HR 05 Feb 2018, 12:21
Q3 2017 135 $289,745,000 +$16,570,991 -$17,137,053 -$566,062 QXTR, QXGG, QXMI, AGG, QXRR 13F-HR 13 Nov 2017, 17:47
Q2 2017 132 $283,820,000 +$21,664,154 -$14,838,024 +$6,826,130 QXTR, QXGG, QXMI, AGG, QXRR 13F-HR 01 Aug 2017, 12:44
Q1 2017 129 $272,835,000 +$159,164,718 -$247,597,142 -$88,432,424 QXTR, QXGG, AGG, QXMI, QXRR 13F-HR 15 May 2017, 16:56
Q4 2016 232 $350,807,000 $0 $0 $0 SPY, IEF, VTI, AGG, HYG 13F-HR 19 Jan 2017, 14:15