Peak Financial Management, Inc. Invesco Exchange Traded Fd Tr Transaction History

Peak Financial Management, Inc.

$330 Million
Q4 2024

A detailed history of Peak Financial Management, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Peak Financial Management, Inc. holds 101,041 shares of RPV stock, worth $8.68 Million. This represents 2.76% of its overall portfolio holdings.

Number of Shares

101,041

Previous 100,751 0.29%

Holding current value

$8.68 Million

Previous $8.96 Million 1.74%

% of portfolio

2.76%

Previous 2.66%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$87.41 - $97.21 $25,348 - $28,190	290 Added 0.29%	101,041 $9.11 Million
Q3 2024 Oct 15, 2024	BUY	$82.04 - $89.49 $5,086 - $5,548	62 Added 0.06%	100,751 $8.96 Million
Q2 2024 Jul 22, 2024	SELL	$82.18 - $87.85 $3,040 - $3,250	-37 Reduced 0.04%	100,689 $8.4 Million
Q1 2024 Apr 22, 2024	SELL	$79.15 - $88.44 $44,165 - $49,349	-558 Reduced 0.55%	100,726 $8.91 Million
Q4 2023 Jan 18, 2024	SELL	$67.85 - $83.18 $274,996 - $337,128	-4,053 Reduced 3.85%	101,284 $8.31 Million
Q3 2023 Oct 24, 2023	BUY	$73.26 - $80.78 $318,021 - $350,665	4,341 Added 4.3%	105,337 $7.75 Million
Q2 2023 Jul 26, 2023	SELL	$71.23 - $77.75 $102,499 - $111,882	-1,439 Reduced 1.4%	100,996 $7.83 Million
Q1 2023 Apr 24, 2023	BUY	$71.42 - $89.43 $272,467 - $341,175	3,815 Added 3.87%	102,435 $7.77 Million
Q4 2022 Jan 27, 2023	BUY	$71.49 - $83.11 $134,758 - $156,662	1,885 Added 1.95%	98,620 $7.69 Million
Q3 2022 Oct 28, 2022	SELL	$69.84 - $81.98 $229,005 - $268,812	-3,279 Reduced 3.28%	96,735 $6.76 Million
Q2 2022 Jul 29, 2022	BUY	$74.17 - $88.24 $417,502 - $496,702	5,629 Added 5.96%	100,014 $7.51 Million
Q1 2022 Apr 20, 2022	BUY	$80.76 - $87.1 $7.62 Million - $8.22 Million	94,385 New	94,385 $8.08 Million

Others Institutions Holding RPV

# of Institutions

237

Shares Held

17.8M

Call Options Held

8.4K

Put Options Held

700

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About INVESCO EXCHANGE-TRADED FD TR

Ticker RPV
Sector ETFs
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Peak Financial Management, Inc. Invesco Exchange Traded Fd Tr Transaction History