Aveo Capital Partners, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 12, 2024
Value $
$941M
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 339 stock holdings with total value $941M as of Q3 2024. Top holdings included DFAU, IVV, IEF, IUS, and SGOV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 339 $941M +$142M -$125M +$17.1M DFAU, IVV, IEF, IUS, SGOV 13F-HR 11/12/2024, 04:00 PM
Q2 2024 317 $882M +$91M -$143M -$51.9M DFAU, IVV, QLD, IUS, USHY 13F-HR 8/2/2024, 12:32 PM
Q1 2024 362 $917M +$179M -$120M +$58.7M SGOV, DFAU, IVV, USHY, IUS 13F-HR 5/6/2024, 10:07 AM
Q4 2023 338 $829M +$178M -$167M +$11M DFAU, IVV, SGOV, USHY, IUS Restatement 2/13/2024, 09:38 AM
Q3 2023 333 $761M +$125M -$125M -$669K SGOV, DFAU, IVV, JNK, QLD 13F-HR 11/6/2023, 12:09 PM
Q2 2023 336 $788M +$166M -$146M +$19.3M DFAU, IVV, USHY, JNK, JCPB 13F-HR 8/8/2023, 04:04 PM
Q1 2023 336 $749M +$165M -$106M +$59.5M SGOV, IEF, IVV, DFAU, JNK 13F-HR 5/3/2023, 01:22 PM
Q4 2022 329 $665M +$219M -$163M +$55.9M SGOV, IVV, DFAU, DFAE, ANGL 13F-HR 2/3/2023, 10:01 AM
Q3 2022 270 $580M +$104M -$100M +$4.22M SGOV, IVV, DFAU, VTEB, IEF 13F-HR 11/9/2022, 10:59 AM
Q2 2022 268 $610M +$222M -$118M +$104M SGOV, TIP, IVV, VTEB, DFAU 13F-HR 8/5/2022, 01:57 PM
Q1 2022 273 $567M +$154M -$118M +$36.6M SGOV, TIP, IVV, SSO, AGG 13F-HR 5/13/2022, 10:11 AM
Q4 2021 282 $554M +$113M -$52.6M +$60.6M UJB, HYG, IVV, AGG, SSO 13F-HR 2/11/2022, 11:32 AM
Q3 2021 255 $479M +$115M -$85M +$29.7M AGG, IVV, HYG, UJB, SHY 13F-HR 11/12/2021, 09:02 AM
Q2 2021 260 $453M +$119M -$80.8M +$38M HYG, IVV, AGG, UJB, QLD 13F-HR 8/13/2021, 11:43 AM
Q1 2021 232 $397M +$335M -$3.51M +$332M HYG, AGG, UJB, IVV, SSO 13F-HR 5/11/2021, 09:50 AM
Q4 2020 66 $64.6M +$9.57M -$229M -$219M AGG, SHY, BIL, IAU, BOND 13F-HR 2/10/2021, 12:54 PM
Q3 2020 191 $278M +$228M -$739K +$227M SHY, AGG, SPY, IEF, IVV 13F-HR 11/13/2020, 01:40 PM
Q2 2020 57 $49.6M +$8.84M -$175M -$166M AGG, BIL, SHY, IAU, STOT 13F-HR 8/12/2020, 04:11 PM
Q1 2020 156 $206M +$67.3M -$83.8M -$16.5M SHY, SPY, IEF, IVV, AGG 13F-HR 5/5/2020, 10:48 AM
Q4 2019 184 $253M +$53.4M -$46.9M +$6.51M SPY, IVV, AGG, EFA, IEF 13F-HR 2/6/2020, 11:30 AM
Q3 2019 182 $240M +$52.7M -$44.4M +$8.24M SPY, IVV, RSPR, IEF, HYG 13F-HR 11/7/2019, 11:09 AM
Q2 2019 184 $230M +$66.4M -$58.1M +$8.28M SPYG, IVV, IEF, AGG, SPTS 13F-HR 8/6/2019, 01:48 PM
Q1 2019 166 $216M +$57.3M -$54.3M +$2.94M QXGG, QXTR, IVV, IEF, IYLD 13F-HR 5/7/2019, 10:51 AM
Q4 2018 129 $200M +$35.7M -$49.5M -$13.8M QXGG, QXTR, IVV, IEF, MINT 13F-HR 2/11/2019, 04:21 PM
Q3 2018 140 $223M +$30.4M -$29.5M +$896K QXGG, QXTR, QXMI, IVV, IEF 13F-HR 11/9/2018, 10:17 AM
Q2 2018 140 $227M +$26.9M -$43.2M -$16.3M QXGG, QXTR, QXMI, IEF, IVV 13F-HR 8/14/2018, 11:29 AM
Q1 2018 142 $240M +$28.7M -$86.1M -$57.4M QXGG, QXTR, QXMI, IEF, IVV 13F-HR 5/11/2018, 02:20 PM
Q4 2017 144 $301M +$21.5M -$18.8M +$2.78M QXTR, QXGG, QXMI, AGG, QXRR 13F-HR 2/5/2018, 12:21 PM
Q3 2017 135 $290M +$16.6M -$17.1M -$566K QXTR, QXGG, QXMI, AGG, QXRR 13F-HR 11/13/2017, 05:47 PM
Q2 2017 132 $284M +$21.7M -$14.8M +$6.83M QXTR, QXGG, QXMI, AGG, QXRR 13F-HR 8/1/2017, 12:44 PM
Q1 2017 129 $273M +$159M -$248M -$88.4M QXTR, QXGG, AGG, QXMI, QXRR 13F-HR 5/15/2017, 04:56 PM
Q4 2016 232 $351M $0 $0 SPY, IEF, VTI, AGG, HYG 13F-HR 1/19/2017, 02:15 PM