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Aveo Capital Partners, LLC Q4 2022 vs. Q1 2023: A Dive into their 13F Holdings

Ava Hoppe | 5 May, 2023

Investors widely monitor hedge funds' and institutional investors' holdings with the Securities and Exchange Commission's (SEC) 13F filings. It shows the institutional investors' quarterly equity holdings and provides valuable insights into trends in the stock market. One such company that we'll take a closer look at is Aveo Capital Partners, LLC.

In this blog post, we'll dive deep into Aveo Capital Partners, LLC's Q4 2022 vs. Q1 2023 13F holdings comparison and see what changes occurred.

First, let's briefly look at what 13F filings entail. Every quarter, institutional investors that manage more than 100 million dollars are required to report their holdings of equity securities on the SEC's Form 13F. The form requires institutional investment managers to disclose their portfolio holdings of publicly-traded companies' common stock and other securities.

Now, let's move on to the Aveo Capital Partners, LLC Q4 2022 vs. Q1 2023 13F holdings comparison. We can see that the company's top five holdings in Q1 2023 were in SGov, IEF, JNK, DFAU, and DBND. In comparison, their top five holdings in Q4 2022 were in SGov, DFAU, IEF, JNK, and DFAE.

One of the most prominent changes was the decrease in Aveo Capital Partners, LLC's holding of SGov from 656,651 shares in Q4 2022 to 316,907 shares in Q1 2023, a 51.5% decrease. SGov also accounted for the most significant change in value, which decreased from $65,757,000 to $31,874,000.

On the other hand, Aveo Capital Partners, LLC's holding of IEF increased from 145,084 shares in Q4 2022 to 281,924 shares in Q1 2023, a 101.1% rise. Similarly, DFAU's holding went up from 809,051 shares in Q4 2022 to 842,781 shares in Q1 2023, representing a 10.9% increase.

Apart from the above changes, JNK, DFAE, DBND, and GBIL also saw significant changes in shares during the comparison period.

In conclusion, Aveo Capital Partners, LLC's Q4 2022 vs. Q1 2023 13F holdings comparison shows several changes in the company's equity holdings. However, it's worth noting that 13Fs are just tools that can indicate a company's sentiment, and it's crucial to do some additional research before making investment decisions based on this information.

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