Number of Shares
150,466.00
Current Holdings Value*
$7.06 Mil
% of Portfolio
9.2%
Total Estimate Gain
$3.79 Mil
% of Total Estimate Gain
36.78%

Peak Capital Management LLC's Invesco S&P 500 Low Volatility ETF Holding Summary

As of 2020-03-31, Peak Capital Management LLC held 150,466.00 shares of Invesco S&P 500 Low Volatility ETF(SPLV), totaling $7.06 Mil. This investment constitutes 9.2% of their stock portfolio, and Peak Capital Management LLC now holds 0.1% of the outstanding Invesco S&P 500 Low Volatility ETF(SPLV) stock.

The initial trade took place in 2018Q2. And since then Peak Capital Management LLC has made 4 purchases of SPLV, at an average price of $48.77, for a total of 211,254.00 shares. In addition, there have been 3 sales at an average price of $50.68 for 60,788.00 shares. Based on historical transaction data and SPLV's current price of $73.18, Peak Capital Management LLC's estimated gain on his SPLV holdings is $3.79 Mil, reflecting a 36.78% gain to date.

Peak Capital Management LLC SPLV ($73.18) Holding Chart

Peak Capital Management LLC SPLV ($73.18) 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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