Peak Financial Advisors LLC Closed Holding Positions

Peak Financial Advisors LLC

  • $156 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
EWW
Ishares Inc Msci Mexico ETF

ETFs
Q4 2021 Filed on Jan 19, 2022
38,046
$44.23 - $50.68 $1.68M - $1.93M
EWO
Ishares Inc Msci Austria ETF

ETFs
Q4 2021 Filed on Jan 19, 2022
9,425
$24.18 - $26.71 $228K - $252K
KBWY
Invesco ETF Tr Ii Kbw Premium

ETFs
Q4 2021 Filed on Jan 19, 2022
12,160
$22.67 - $25.68 $276K - $312K
EWD
Ishares Inc Msci Sweden ETF

ETFs
Q4 2021 Filed on Jan 19, 2022
6,126
$43.95 - $48.91 $269K - $300K
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
PCT
Pure Cycle Technologies, Inc.

Industrials
Q4 2021 Filed on Jan 19, 2022
37,269
$8.79 - $14.85 $328K - $553K
KSA
Ishares Tr Msci Saudi Arabia E

ETFs
Q4 2021 Filed on Jan 19, 2022
8,132
$39.39 - $44.04 $320K - $358K
FISV
Fiserv Inc

Technology
Q4 2021 Filed on Jan 19, 2022
17,130
$95.55 - $111.29 $1.64M - $1.91M
GIL
Gildan Activewear Inc.

Consumer Cyclical
Q4 2021 Filed on Jan 19, 2022
57,277
$35.29 - $43.1 $2.02M - $2.47M
EWA
Ishares Msci Australia ETF

ETFs
Q3 2021 Filed on Oct 12, 2021
12,651
$24.66 - $26.61 $312K - $337K
MPC
Marathon Petroleum Corp

Energy
Q3 2021 Filed on Oct 12, 2021
45,953
$50.88 - $63.09 $2.34M - $2.9M
DBI
Designer Brands Inc.

Consumer Cyclical
Q3 2021 Filed on Oct 12, 2021
81,464
$11.99 - $17.01 $977K - $1.39M
IVOL
Kraneshares Tr Quadratic Int R

ETFs
Q3 2021 Filed on Oct 12, 2021
327,516
$27.6 - $28.26 $9.04M - $9.26M
EXP
Eagle Materials Inc

Basic Materials
Q3 2021 Filed on Oct 12, 2021
12,582
$131.08 - $157.34 $1.65M - $1.98M
VFVA
Vanguard Wellington Fd U S Val

ETFs
Q3 2021 Filed on Oct 12, 2021
8,362
$93.63 - $101.52 $783K - $849K
JPM
Jpmorgan Chase & CO

Financial Services
Q3 2021 Filed on Oct 12, 2021
1,337
$146.97 - $166.98 $196K - $223K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q3 2021 Filed on Oct 12, 2021
6,606
$49.35 - $54.02 $326K - $357K
World Gold Tr
Q3 2021 Filed on Oct 12, 2021
169,175
N/A
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
Q3 2021 Filed on Oct 12, 2021
4,799
$40.71 - $44.23 $195K - $212K
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q2 2021 Filed on Jul 26, 2021
21,917
$51.18 - $63.61 $1.12M - $1.39M
SAVE
Spirit Airlines, Inc.

Industrials
Q2 2021 Filed on Jul 26, 2021
56,898
$30.44 - $38.29 $1.73M - $2.18M
TWLO
Twilio Inc

Communication Services
Q2 2021 Filed on Jul 26, 2021
4,991
$281.02 - $400.68 $1.4M - $2M
EWY
Ishares Inc Msci South Korea E

ETFs
Q2 2021 Filed on Jul 26, 2021
2,667
$88.18 - $94.01 $235K - $251K
Experience Invt Corp
Q2 2021 Filed on Jul 26, 2021
121,880
N/A
Cootek Cayman Inc
Q2 2021 Filed on Jul 26, 2021
216,505
N/A
DDS
Dillard'S, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 26, 2021
21,406
$92.5 - $184.58 $1.98M - $3.95M
Vaneck Vectors ETF Tr
Q2 2021 Filed on Jul 26, 2021
8,435
N/A
ARKW
Ark Next Generation Internet E

ETFs
Q2 2021 Filed on Jul 26, 2021
17,481
$123.49 - $160.08 $2.16M - $2.8M
HRTX
Heron Therapeutics, Inc.

Healthcare
Q2 2021 Filed on Jul 26, 2021
139,560
$13.27 - $18.48 $1.85M - $2.58M
IIPR
Innovative Industrial Properties Inc

Real Estate
Q1 2021 Filed on May 11, 2021
14,308
$165.65 - $220.16 $2.37M - $3.15M
FCN
Fti Consulting, Inc

Industrials
Q1 2021 Filed on May 11, 2021
17,562
$105.38 - $140.39 $1.85M - $2.47M
EXC
Exelon Corp

Utilities
Q1 2021 Filed on May 11, 2021
7,427
$27.53 - $31.21 $204K - $232K
EFNL
Ishares Tr Msci Finland ETF

ETFs
Q1 2021 Filed on May 11, 2021
38,557
$43.96 - $47.75 $1.69M - $1.84M
NSP
Insperity, Inc.

Industrials
Q1 2021 Filed on May 11, 2021
21,981
$77.4 - $95.2 $1.7M - $2.09M
GME
Game Stop Corp.

Consumer Cyclical
Q1 2021 Filed on May 11, 2021
98,880
$4.31 - $86.88 $426K - $8.59M
MTCH
Match Group, Inc.

Communication Services
Q1 2021 Filed on May 11, 2021
10,429
$131.48 - $172.13 $1.37M - $1.8M
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