Number of Shares
712,990.00
Current Holdings Value*
$19.17 Mil
% of Portfolio
4.37%
Total Estimate Gain
$324,036.18
% of Total Estimate Gain
1.59%

Calton & Associates, Inc.'s PeakShares Sector Rotation ETF Holding Summary

As of 2025-03-31, Calton & Associates, Inc. held 712,990.00 shares of PeakShares Sector Rotation ETF(PSTR), totaling $19.17 Mil. This investment constitutes 4.37% of their stock portfolio, and Calton & Associates, Inc. now holds 75.85% of the outstanding PeakShares Sector Rotation ETF(PSTR) stock.

The initial trade took place in 2024Q2. And since then Calton & Associates, Inc. has made 3 purchases of PSTR, at an average price of $27.29, for a total of 748,408.00 shares. In addition, there have been 1 sales at an average price of $26.57 for 35,418.00 shares. Based on historical transaction data and PSTR's current price of $27.78, Calton & Associates, Inc.'s estimated gain on his PSTR holdings is $324,036.18, reflecting a 1.59% gain to date.

Calton & Associates, Inc. PSTR ($27.78) Holding Chart

Calton & Associates, Inc. PSTR ($27.78) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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