Peak Retirement Planning, Inc. Purchases and Sells in Q3 2025

Peak Retirement Planning, Inc.

  • $355 Billion
  • Q3 2025

Top Buys

Incresed Positions

96 operations
Stock Shares change Price Range Shares Held Trade History
116K
+ 4346.96%
$86.72 - $92.61 $10.1M - $10.7M
119K $10.6B
127K
+ 92.0%
$56.02 - $60.3 $7.1M - $7.64M
264K $15.8B
7.26K
+ 51.17%
$567.77 - $614.76 $4.12M - $4.46M
21.4K $13.1B
75.1K
+ 57.36%
$49.43 - $54.52 $3.71M - $4.09M
206K $11.2B
11.5K
+ 33.54%
$216.09 - $242.18 $2.49M - $2.79M
45.9K $11B
22K
+ 29.38%
$105.99 - $119.41 $2.33M - $2.63M
97K $11.5B
View all

New Holdings

22 operations
Stock Shares change Price Range Shares Held Trade History
Invesco QQQ Trust, Series 1
25.7K
New
N/A
25.7K $15.4B
SPDR Gold MiniShares Trust
166K
New
N/A
166K $12.7B
50.1K
New
$41.53 - $66.18 $2.08M - $3.32M
50.1K $2.84B
56.5K
New
$36.22 - $46.25 $2.05M - $2.61M
56.5K $2.33B
6.86K
New
$272.1 - $320.75 $1.87M - $2.2M
6.86K $2.15B
57.5K
New
$32.17 - $39.17 $1.85M - $2.25M
57.5K $1.85B
View all

Top Sells

Reduced Positions

9 operations
Stock Shares change Price Range Shares Held Trade History
-75.6K
- 91.06%
$72.57 - $74.72 $5.48M - $5.65M
7.42K $552M
-13.1K
- 30.55%
$88.47 - $93.24 $1.16M - $1.22M
29.8K $2.72B
-1.65K
- 37.79%
N/A
2.72K $213M
-134
- 4.73%
$81.75 - $84.54 $11K - $11.3K
2.7K $227M
-314
- 8.55%
$69.77 - $77.54 $21.9K - $24.3K
3.36K $254M
-203
- 2.97%
$51.37 - $54.25 $10.4K - $11K
6.63K $357M
View all
Activity Summary
Buys All Purchases 118 New Holdings 22 Increased Positions 96 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Peak Retirement Planning, Inc. Portfolio

Follow Peak Retirement Planning, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Peak Retirement Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Peak Retirement Planning, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email