Peak Financial Management, Inc.

Position in CEF — CEF ETF

CIK 1669662 WELLESLEY, MA

All Filings in CEF

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,010,451	74,831	-0.3%	Shares	Sole	2026-07-20
2026-03-31	$3,579,906	75,019	-2.2%	Shares	Sole	2026-04-28
2025-12-31	$3,513,272	76,709	-0.8%	Shares	Sole	2026-01-23
2025-09-30	$2,837,567	77,339	0.0%	Shares	Sole	2025-10-09
2025-06-30	$2,327,903	77,339	0.0%	Shares	Sole	2025-07-23
2025-03-31	$2,197,200	77,339	+0.2%	Shares	Sole	2025-05-13
2024-12-31	$1,834,010	77,189	-0.5%	Shares	Sole	2025-01-22
2024-09-30	$1,899,199	77,550	0.0%	Shares	Sole	2024-10-15
2024-06-30	$1,709,977	77,550	-0.6%	Shares	Sole	2024-07-23
2024-03-31	$1,587,537	78,050	0.0%	Shares	Sole	2024-04-23
2023-12-31	$1,494,657	78,050	-1.4%	Shares	Sole	2024-01-18
2023-09-30	$1,371,484	79,185	-0.4%	Shares	Sole	2023-10-25
2023-06-30	$1,431,959	79,465	-3.1%	Shares	Sole	2023-07-27
2023-03-31	$1,550,620	82,000	-0.2%	Shares	Sole	2023-04-25
2022-12-31	$1,472,680	82,135	+0.6%	Shares	Sole	2023-01-30
2022-09-30	$1,271,664	81,674	-6.4%	Shares	Sole	2022-10-28
2022-06-30	$1,468,083	87,282	-0.5%	Shares	Sole	2022-07-29
2022-03-31	$1,700,633	87,752	-3.8%	Shares	Sole	2022-04-20
2021-12-31	$1,618,721	91,247	+15.3%	Shares	Sole	2022-01-27
2021-06-30	$1,478,167	79,131	-1.2%	Shares	Sole	2021-08-04
2021-03-31	$1,391,875	80,131	+0.9%	Shares	Sole	2021-04-29
2020-12-31	$1,536,312	79,396	-6.0%	Shares	Sole	2021-01-26
2020-09-30	$1,549,564	84,491	0.0%	Shares	Sole	2020-10-19
2020-06-30	$1,427,897	84,491	-12.9%	Shares	Sole	2020-08-06
2020-03-31	$1,417,642	96,966	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.