Peak Financial Advisors LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History

Peak Financial Advisors LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 10, 2023	BUY	$13.23 - $14.66 $134,535 - $149,077	10,169 New	10,169 $138,000
Q3 2022 Oct 26, 2022	BUY	N/A	56,846 Added 43.44%	187,693 $3.04 Million
Q2 2022 Jul 14, 2022	BUY	N/A	16,465 Added 14.39%	130,847 $2.36 Million
Q1 2022 Apr 22, 2022	BUY	N/A	114,382 New	114,382 $2.02 Million
Q4 2021 Jan 19, 2022	SELL	N/A	-358,099 Closed	0 $0

Q3 2021 Oct 12, 2021	BUY	N/A	11,882 Added 3.43%	358,099 $7.54 Million
Q2 2021 Jul 26, 2021	SELL	N/A	-25,498 Reduced 6.86%	346,217 $6.96 Million
Q1 2021 May 11, 2021	BUY	N/A	164,418 Added 79.32%	371,715 $6.41 Million
Q4 2020 Feb 02, 2021	BUY	N/A	207,297 New	207,297 $3.16 Million

433

280M

101K

2.1K

Get notified when there are updates to the investment portfolio of Peak Financial Advisors LLC, based on Form 13F filings with the SEC.

Stay updated on Peak Financial Advisors LLC with notifications on news.