Peak Financial Management, Inc.

Position in RSPM — Invesco S&P 500 Equal Weight Materials ETF

CIK 1669662 WELLESLEY, MA

All Filings in RSPM

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 RSPM	$954,128	24,680	-1.9%	Shares	Sole	2026-04-28
2025-12-31 RSPM	$857,077	25,149	-8.2%	Shares	Sole	2026-01-23
2025-09-30 RSPM	$897,055	27,391	-2.9%	Shares	Sole	2025-10-09
2025-06-30 RSPM	$913,929	28,199	-3.6%	Shares	Sole	2025-07-23
2025-03-31 RSPM	$928,648	29,258	-6.3%	Shares	Sole	2025-05-13
2024-12-31 RSPM	$1,016,737	31,217	-11.9%	Shares	Sole	2025-01-22
2024-09-30 RSPM	$1,323,645	35,420	-3.9%	Shares	Sole	2024-10-15
2024-06-30 RSPM	$1,271,232	36,858	-3.1%	Shares	Sole	2024-07-23
2024-03-31 RSPM	$1,382,174	38,045	-2.9%	Shares	Sole	2024-04-23
2023-12-31 RSPM	$1,318,183	39,185	-7.2%	Shares	Sole	2024-01-18
2023-09-30 RSPM	$1,309,757	42,223	+401.5%	Shares	Sole	2023-10-25
2023-06-30 RSPM	$273,279	8,420	-3.0%	Shares	Sole	2023-07-27
2023-03-31 RSPM	$282,568	8,680	-3.8%	Shares	Sole	2023-04-25
2022-12-31 RSPM	$286,444	9,027	+5.3%	Shares	Sole	2023-01-30
2022-09-30 RSPM	$244,313	8,573	+0.4%	Shares	Sole	2022-10-28
2022-06-30 RSPM	$264,685	8,541	-0.8%	Shares	Sole	2022-07-29
2022-03-31 RSPM	$317,927	8,608	-0.4%	Shares	Sole	2022-04-20
2021-12-31 RSPM	$311,127	8,641	+0.0%	Shares	Sole	2022-01-27
2021-09-30 RSPM	$276,465	8,639	-0.5%	Shares	Sole	2021-10-19
2021-06-30 RSPM	$285,603	8,682	+0.9%	Shares	Sole	2021-08-04
2021-03-31 RSPM	$268,407	8,605	+5.3%	Shares	Sole	2021-04-29
2020-12-31 RSPM	$227,863	8,173	-1.0%	Shares	Sole	2021-01-26
2020-09-30 RSPM	$193,025	8,256	-2.6%	Shares	Sole	2020-10-19
2020-06-30 RSPM	$172,883	8,473	-13.3%	Shares	Sole	2020-08-06
2020-03-31 RSPM	$160,482	9,776	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.