Peak Financial Management, Inc. Invesco S&P 500 Equal Weight H Transaction History

Peak Financial Management, Inc.

$303 Million
Q1 2024

A detailed history of Peak Financial Management, Inc. transactions in Invesco S&P 500 Equal Weight H stock. As of the latest transaction made, Peak Financial Management, Inc. holds 336,864 shares of RYH stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

336,864

Previous 342,454 1.63%

Holding current value

Previous $10.2 Million 100.0%

% of portfolio

0.0%

Previous 3.43%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	SELL	$0.0 - $30.38 $0 - $169,824	-5,590 Reduced 1.63%	336,864 $0
Q4 2023 Jan 18, 2024	SELL	$25.3 - $29.85 $313,087 - $369,393	-12,375 Reduced 3.49%	342,454 $10.2 Million
Q3 2023 Oct 24, 2023	BUY	$0.0 - $298.88 $0 - $95.3 Million	318,756 Added 883.64%	354,829 $9.72 Million
Q2 2023 Jul 26, 2023	SELL	$0.0 - $302.41 $0 - $38,708	-128 Reduced 0.35%	36,073 $10.8 Million
Q1 2023 Apr 24, 2023	BUY	$276.91 - $303.91 $60,643 - $66,556	219 Added 0.61%	36,201 $10.6 Million

Q4 2022 Jan 27, 2023	BUY	$269.89 - $296.18 $48,580 - $53,312	180 Added 0.5%	35,982 $10.4 Million
Q3 2022 Oct 28, 2022	SELL	$254.08 - $292.23 $46,496 - $53,478	-183 Reduced 0.51%	35,802 $9 Million
Q2 2022 Jul 29, 2022	BUY	$254.1 - $315.41 $20,073 - $24,917	79 Added 0.22%	35,985 $9.64 Million
Q1 2022 Apr 20, 2022	SELL	$286.24 - $317.79 $137,967 - $153,174	-482 Reduced 1.32%	35,906 $11 Million
Q4 2021 Jan 27, 2022	SELL	$291.48 - $321.86 $258,542 - $285,489	-887 Reduced 2.38%	36,388 $11.7 Million
Q3 2021 Oct 19, 2021	BUY	$293.2 - $320.85 $7,916 - $8,662	27 Added 0.07%	37,275 $11.1 Million
Q2 2021 Aug 04, 2021	SELL	$268.03 - $293.69 $51,193 - $56,094	-191 Reduced 0.51%	37,248 $10.9 Million
Q1 2021 Apr 29, 2021	SELL	$253.5 - $273.66 $204,321 - $220,569	-806 Reduced 2.11%	37,439 $10 Million
Q4 2020 Jan 26, 2021	BUY	$231.65 - $261.57 $4,401 - $4,969	19 Added 0.05%	38,245 $10 Million
Q3 2020 Oct 19, 2020	BUY	$222.8 - $245.21 $150,612 - $165,761	676 Added 1.8%	38,226 $9 Million
Q2 2020 Aug 06, 2020	SELL	$181.56 - $232.37 $1.47 Million - $1.88 Million	-8,086 Reduced 17.72%	37,550 $8.35 Million
Q1 2020 Apr 29, 2020	SELL	$160.15 - $230.68 $3.65 Million - $5.26 Million	-22,785 Reduced 33.3%	45,636 $8.63 Million
Q4 2019 Jan 31, 2020	SELL	$189.85 - $222.56 $303,760 - $356,096	-1,600 Reduced 2.29%	68,421 $15.2 Million
Q3 2019 Oct 29, 2019	BUY	$192.31 - $206.12 $25,192 - $27,001	131 Added 0.19%	70,021 $13.7 Million
Q2 2019 Aug 01, 2019	SELL	$185.1 - $203.04 $126,608 - $138,879	-684 Reduced 0.97%	69,890 $14.2 Million
Q1 2019 May 01, 2019	SELL	$172.02 - $200.6 $304,475 - $355,062	-1,770 Reduced 2.45%	70,574 $13.9 Million
Q4 2018 Jan 30, 2019	SELL	$165.92 - $206.0 $51,269 - $63,654	-309 Reduced 0.43%	72,344 $12.8 Million
Q3 2018 Nov 06, 2018	SELL	$182.95 - $206.09 $111,050 - $125,096	-607 Reduced 0.83%	72,653 $15 Million
Q2 2018 Jul 19, 2018	BUY	$174.25 - $188.65 $12.8 Million - $13.8 Million	73,260 New	73,260 $13.4 Million

Others Institutions Holding RYH

# of Institutions

200

Shares Held

14M

Call Options Held

Put Options Held

View Full List

About INVESCO S&P 500 EQUAL WEIGHT H

Ticker RYH
Sector ETFs
Industry ETFs

More about RYH

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.

Account

Peak Financial Management, Inc. Invesco S&P 500 Equal Weight H Transaction History