Peak Financial Management, Inc. Invesco ETF Tr Ii Intl Corp Bd Transaction History

Peak Financial Management, Inc.

$338 Million
Q2 2025

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 21, 2025	SELL	$21.58 - $23.37 $160,533 - $173,849	-7,439 Reduced 2.11%	345,464 $7.46 Million
Q3 2024 Oct 15, 2024	BUY	$22.01 - $23.52 $135,119 - $144,389	6,139 Added 1.77%	352,903 $8.26 Million
Q2 2024 Jul 22, 2024	BUY	$21.73 - $22.43 $120,927 - $124,822	5,565 Added 1.63%	346,764 $7.63 Million
Q1 2024 Apr 22, 2024	BUY	$21.89 - $22.7 $117,483 - $121,830	5,367 Added 1.6%	341,199 $7.63 Million
Q4 2023 Jan 18, 2024	BUY	$20.53 - $23.23 $565,827 - $640,242	27,561 Added 8.94%	335,832 $7.74 Million
Q3 2023 Oct 24, 2023	BUY	$20.76 - $22.44 $4.6 Million - $4.97 Million	221,631 Added 255.81%	308,271 $6.41 Million
Q2 2023 Jul 26, 2023	BUY	$21.08 - $22.21 $1.83 Million - $1.92 Million	86,640 New	86,640 $1.87 Million

Others Institutions Holding PICB

# of Institutions

52

Shares Held

4.68M

Call Options Held

0

Put Options Held

0

Urban Financial Advisory Corp Chicago, IL

911K
Shares

$21.6 Million
11.07% of portfolio
Checchi Capital Advisers, LLC Beverly Hills, CA

851K
Shares

$20.2 Million
1.16% of portfolio
Tanager Wealth Management LLP

799K
Shares

$19 Million
2.28% of portfolio
Redhawk Wealth Advisors, Inc. Minneapolis, MN

414K
Shares

$9.85 Million
1.36% of portfolio
Lpl Financial LLC Fort Mill, SC

353K
Shares

$8.38 Million
0.0% of portfolio

About INVESCO ETF TR II INTL CORP BD

Ticker PICB
Sector ETFs
Industry ETFs

More about PICB

Track This Portfolio

Portfolio Update

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

News

Stay updated on Peak Financial Management, Inc. with notifications on news.