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Flexshares Tr mornstar upstr shares owned by Valeo Financial Advisors

Quarter-by-quarter ownership of Flexshares Tr mornstar upstr (GUNR) shares owned by Valeo Financial Advisors from 13F filings

Historical chart of Valeo Financial Advisors investment in Flexshares Tr mornstar upstr

Tip: Access up to 7 years of quarterly data

All positions including Flexshares Tr mornstar upstr held by Valeo Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Flexshares Tr mornstar upstr by Valeo Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.0M 41k 49.28

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View all positions for Valeo Financial Advisors

Top funds holding Flexshares Tr mornstar upstr

Northern Trust
Evoke Wealth
Common Fund For Nonprofit Organizations
ValMark Advisers
Morgan Stanley
First Interstate Bank
Connable Office
Goodman & Company, Investment Counsel
Aaron Wealth Advisors
Moller Financial Services
NBT Bank
Versant Capital Management
Raymond James Financial
Barry Investment Advisors
Hills Bank And Trust Company

View all funds holding Flexshares Tr mornstar upstr