Peak Financial Advisors LLC Closed Holding Positions

Peak Financial Advisors LLC

  • $159 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
Q2 2022 Filed on Jul 14, 2022
9,585
$23.46 - $26.86 $225K - $257K
CHWY
Chewy, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 14, 2022
39,076
$23.31 - $45.82 $911K - $1.79M
AVB
Avalonbay Communities Inc

Real Estate
Q2 2022 Filed on Jul 14, 2022
8,698
$185.19 - $256.01 $1.61M - $2.23M
EIS
Ishares Inc Mcsi Israel ETF

ETFs
Q2 2022 Filed on Jul 14, 2022
4,138
$57.52 - $75.77 $238K - $314K
EQR
Equity Residential

Real Estate
Q2 2022 Filed on Jul 14, 2022
5,570
$68.74 - $93.24 $383K - $519K
TSLA
Tesla, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 14, 2022
252
$628.16 - $1145.45 $158K - $289K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
Q2 2022 Filed on Jul 14, 2022
68,468
$27.38 - $40.87 $1.87M - $2.8M
EWC
Ishares Msci Canada ETF

ETFs
Q2 2022 Filed on Jul 14, 2022
93,141
$33.06 - $40.62 $3.08M - $3.78M
EZA
Ishares Msci South Africa ETF

ETFs
Q2 2022 Filed on Jul 14, 2022
14,534
$41.88 - $56.48 $609K - $821K
HTGC
Hercules Capital, Inc.

Financial Services
Q2 2022 Filed on Jul 14, 2022
11,315
$12.82 - $18.91 $145K - $214K
AINV
Apollo Investment Corp

Financial Services
Q2 2022 Filed on Jul 14, 2022
15,180
$10.07 - $13.59 $153K - $206K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
Q2 2022 Filed on Jul 14, 2022
29,979
$116.23 - $121.42 $3.48M - $3.64M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
Q2 2022 Filed on Jul 14, 2022
130,125
$18.01 - $21.54 $2.34M - $2.8M
PLTM
Granite Shares Platinum Trust

ETFs
Q2 2022 Filed on Jul 14, 2022
146,239
$8.78 - $10.07 $1.28M - $1.47M
BLOK
Amplify ETF Tr Trnsformational

ETFs
Q2 2022 Filed on Jul 14, 2022
94,028
$18.13 - $34.7 $1.7M - $3.26M
ORCC
Owl Rock Capital Corp

Financial Services
Q2 2022 Filed on Jul 14, 2022
14,105
$12.24 - $15.19 $173K - $214K
EIDO
Ishares Tr Msci Indonesia ETF

ETFs
Q2 2022 Filed on Jul 14, 2022
99,563
$22.38 - $25.57 $2.23M - $2.55M
STKL
Sun Opta Inc.

Consumer Defensive
Q1 2022 Filed on Apr 22, 2022
53,917
$4.55 - $7.38 $245K - $398K
BLDE
Blade Air Mobility, Inc.

Industrials
Q1 2022 Filed on Apr 22, 2022
45,704
$5.61 - $8.92 $256K - $408K
SNOW
Snowflake Inc.

Technology
Q1 2022 Filed on Apr 22, 2022
4,314
$166.75 - $332.01 $719K - $1.43M
CFG
Citizens Financial Group Inc

Financial Services
Q1 2022 Filed on Apr 22, 2022
13,361
$45.33 - $56.35 $606K - $753K
AMN
Amn Healthcare Services Inc

Healthcare
Q1 2022 Filed on Apr 22, 2022
31,206
$91.96 - $120.8 $2.87M - $3.77M
OCSL
Oaktree Specialty Lending Corp

Financial Services
Q1 2022 Filed on Apr 22, 2022
23,935
$7.17 - $7.75 $172K - $185K
USRT
Ishares Core U.S. Reit ETF

ETFs
Q1 2022 Filed on Apr 22, 2022
3,467
$59.52 - $67.43 $206K - $234K
AMH
American Homes 4 Rent

Real Estate
Q1 2022 Filed on Apr 22, 2022
53,712
$37.12 - $43.35 $1.99M - $2.33M
SRLN
Ssga Active Trust

ETFs
Q1 2022 Filed on Apr 22, 2022
282,667
$43.97 - $45.84 $12.4M - $13M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
Q1 2022 Filed on Apr 22, 2022
237,153
$30.23 - $35.5 $7.17M - $8.42M
CFLT
Confluent, Inc.

Technology
Q1 2022 Filed on Apr 22, 2022
14,975
$30.07 - $74.95 $450K - $1.12M
XLP
Consumer Staples Sector Spdr

ETFs
Q1 2022 Filed on Apr 22, 2022
40,101
N/A
Sl Green Rlty Corp
Q1 2022 Filed on Apr 22, 2022
4,964
N/A
BKE
Buckle Inc

Consumer Cyclical
Q1 2022 Filed on Apr 22, 2022
11,173
$33.04 - $41.64 $369K - $465K
DGX
Quest Diagnostics Inc

Healthcare
Q1 2022 Filed on Apr 22, 2022
13,816
$129.09 - $164.35 $1.78M - $2.27M
MGK
Vanguard Mega Cap Growth ETF

ETFs
Q1 2022 Filed on Apr 22, 2022
24,959
$207.26 - $263.47 $5.17M - $6.58M
XLRE
Select Sector Spdr Tr Real Est

ETFs
Q1 2022 Filed on Apr 22, 2022
51,241
$43.98 - $51.33 $2.25M - $2.63M
EWL
Ishares Inc Msci Switzerlnd

ETFs
Q1 2022 Filed on Apr 22, 2022
5,690
$44.22 - $52.9 $252K - $301K
EPHE
Ishares Msci Philippines ETF

ETFs
Q1 2022 Filed on Apr 22, 2022
6,563
$29.17 - $33.04 $191K - $217K
IRM
Iron Mountain Inc

Real Estate
Q1 2022 Filed on Apr 22, 2022
76,979
$42.24 - $55.46 $3.25M - $4.27M
PSA
Public Storage

Real Estate
Q1 2022 Filed on Apr 22, 2022
1,993
$342.38 - $396.47 $682K - $790K
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
Q1 2022 Filed on Apr 22, 2022
11,051
$62.01 - $71.55 $685K - $791K
EWT
Ishares Inc Msci Taiwan ETF

ETFs
Q1 2022 Filed on Apr 22, 2022
53,080
$59.36 - $67.77 $3.15M - $3.6M
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q1 2022 Filed on Apr 22, 2022
20,828
$38.15 - $63.26 $795K - $1.32M
COF
Capital One Financial Corp

Financial Services
Q1 2022 Filed on Apr 22, 2022
19,347
$124.8 - $161.37 $2.41M - $3.12M
ARKQ
Ark Autonomous Technology & Ro

ETFs
Q1 2022 Filed on Apr 22, 2022
33,390
$57.22 - $78.74 $1.91M - $2.63M
SCHC
Schwab Strategic Tr Intl Small

ETFs
Q1 2022 Filed on Apr 22, 2022
5,881
$34.89 - $41.24 $205K - $243K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
Q1 2022 Filed on Apr 22, 2022
14,206
$32.2 - $39.44 $457K - $560K
MSOS
Advisorshares Tr Pure Us Canna

ETFs
Q1 2022 Filed on Apr 22, 2022
17,439
$17.79 - $25.79 $310K - $450K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q1 2022 Filed on Apr 22, 2022
2,814
$52.29 - $96.99 $147K - $273K
FPE
First Tr Pfd Secs & Income ETF

ETFs
Q4 2021 Filed on Jan 19, 2022
445,513
$20.14 - $20.56 $8.97M - $9.16M
EWO
Ishares Inc Msci Austria ETF

ETFs
Q4 2021 Filed on Jan 19, 2022
9,425
$24.18 - $26.71 $228K - $252K
Track This Portfolio

Track Peak Financial Advisors LLC Portfolio

Follow Peak Financial Advisors LLC 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 Financial Advisors LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email