PEAK FINANCIAL ADVISORS LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 10, 2024
Value $
$194M
Signature - Title
Lorraine E. Haverley - CCO
Location
Denver, CO
Summary
This page shows a list of all the recent 13F filings made by PEAK FINANCIAL ADVISORS LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. PEAK FINANCIAL ADVISORS LLC reported 74 stock holdings with total value $194M as of Q3 2024. Top holdings included MTBA, BUCK, GLDM, SVOL, and CTA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 74 $194M +$69M -$54.4M +$14.6M MTBA, BUCK, GLDM, SVOL, CTA 13F-HR 10/9/2024, 06:30 PM
Q2 2024 72 $174M +$59.4M -$48.2M +$11.2M MTBA, GLDM, SVOL, CTA, INDA 13F-HR 7/12/2024, 02:50 PM
Q1 2024 68 $164M +$61.7M -$52.9M +$8.86M MTBA, GLDM, SVOL, CTA, TUA 13F-HR 4/12/2024, 03:52 PM
Q4 2023 71 $150M +$59.9M -$7.49M +$52.4M HIGH, TUA, GLDM, SVOL, INDA 13F-HR 1/10/2024, 03:15 PM
Q3 2023 52 $92.5M +$33.5M -$65.7M -$32.2M HIGH, TUA, GLDM, CTA, BBJP 13F-HR 10/10/2023, 12:39 PM
Q2 2023 68 $127M +$48.6M -$43.1M +$5.54M MOAT, HIGH, SPTL, CTA, TUA 13F-HR 7/10/2023, 06:39 PM
Q1 2023 63 $118M +$47.7M -$40M +$7.68M XONE, CTA, BTAL, USDU, GLDM 13F-HR 4/18/2023, 06:51 PM
Q4 2022 66 $110M +$48.9M -$23.1M +$25.8M SHY, SPAB, CTA, BTAL, JEPI 13F-HR 1/12/2023, 12:53 PM
Q3 2022 58 $81.3M +$28.6M -$46.4M -$17.8M BTAL, SUB, SPAB, MGV, SHY 13F-HR 10/26/2022, 10:44 AM
Q2 2022 65 $101M +$35.1M -$39.9M -$4.75M ICSH, GLDM, SHM, MGV, XLU 13F-HR 7/13/2022, 06:18 PM
Q1 2022 77 $117M +$73.9M -$86.1M -$12.2M GLDM, SPAB, MGV, SHM, XLU 13F-HR 4/22/2022, 02:24 PM
Q4 2021 78 $130M +$49.8M -$38.6M +$11.2M SRLN, SCHP, GSIE, MGK, SPAB 13F-HR 1/19/2022, 12:18 PM
Q3 2021 68 $114M +$26.3M -$28.2M -$1.93M SCHP, FPE, FEZ, PDBC, SRLN 13F-HR 10/12/2021, 04:47 PM
Q2 2021 71 $116M +$36.2M -$43.3M -$7.09M IVOL, FPE, FEZ, PDBC, SRLN 13F-HR 7/26/2021, 03:47 PM
Q1 2021 70 $119M +$38.9M -$38.3M +$518K IVOL, GCC, FPE, PDBC, ANGL 13F-HR 5/11/2021, 01:53 PM
Q4 2020 54 $114M $0 $0 IVOL, GCC, FPE, EMB, ANGL 13F-HR 2/2/2021, 03:58 PM