Peak Financial Management, Inc. Vaneck ETF Tr Mtg Reit Income Transaction History

Peak Financial Management, Inc.

$303 Million
Q1 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 29, 2020	SELL	N/A	-8,653 Closed	0 $0
Q4 2019 Jan 31, 2020	SELL	N/A	-860 Reduced 9.04%	8,653 $207,000
Q3 2019 Oct 29, 2019	SELL	N/A	-1,515 Reduced 13.74%	9,513 $221,000
Q1 2019 May 01, 2019	SELL	N/A	-256,570 Reduced 95.88%	11,028 $260,000
Q4 2018 Jan 30, 2019	SELL	N/A	-100,276 Reduced 27.26%	267,598 $5.7 Million

Q3 2018 Nov 06, 2018	SELL	N/A	-11,771 Reduced 3.1%	367,874 $8.83 Million
Q2 2018 Jul 19, 2018	SELL	N/A	-5,885 Reduced 1.53%	379,645 $9.06 Million
Q1 2018 May 08, 2018	SELL	N/A	-52,147 Reduced 11.91%	385,530 $8.87 Million
Q4 2017 Feb 08, 2018	BUY	N/A	3,524 Added 0.81%	437,677 $10.5 Million
Q3 2017 Oct 30, 2017	BUY	N/A	2,880 Added 0.67%	434,153 $11 Million
Q2 2017 Aug 14, 2017	BUY	N/A	431,273	431,273 $10.7 Million

Others Institutions Holding MORT

# of Institutions

87

Shares Held

3.81M

Call Options Held

6K

Put Options Held

27.5K

Bank Of America Corp Charlotte, NC

732K
Shares

$8.04 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

625K
Shares

$6.87 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

380K
Shares

$4.17 Million
0.02% of portfolio
Morgan Stanley New York, NY

369K
Shares

$4.06 Million
0.0% of portfolio
Arete Wealth Advisors, LLC Chicago, IL

164K
Shares

$1.8 Million
0.18% of portfolio

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