Peak Capital Management

Latest statistics and disclosures from Peak Capital Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are SPTL, SH, ANGL, SPLV, SPHQ, and represent 48.04% of Peak Capital Management's stock portfolio.
  • Added to shares of these 9 stocks: SH (+$7.7M), FTA, SPHQ, GEM, FRI, GSIE, MTUM, CORP, FDL.
  • Started 1 new stock position in SH.
  • Reduced shares in these 8 stocks: SPTL (-$14M), VMBS (-$7.3M), ANGL, PGX, FYX, HDEF, SCHA, SPLV.
  • Sold out of its position in SCHA.
  • Peak Capital Management was a net seller of stock by $-16M.
  • Peak Capital Management has $94M in assets under management (AUM), dropping by -24.10%.
  • Central Index Key (CIK): 0001710524

Tip: Access up to 7 years of quarterly data

Positions held by Peak Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Peak Capital Management

Peak Capital Management holds 19 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
SPDR Barclays Capital Long Term Tr (SPTL) 17.0 $16M -46% 337k 47.24
 View chart
Proshares Tr short s&p 500 ne (SH) 8.2 $7.7M NEW 277k 27.66
 View chart
Vaneck Vectors Etf Tr fallen angel hg (ANGL) 7.9 $7.4M -26% 292k 25.30
 View chart
Invesco S&p 500 Low Volatility Etf (SPLV) 7.5 $7.1M -3% 151k 46.92
 View chart
Invesco Exchange W&p 500 Qualit equities (SPHQ) 7.3 $6.9M +14% 230k 29.93
 View chart
First Trust Large Cap Value Opp Fnd (FTA) 6.8 $6.4M +17% 173k 36.80
 View chart
Ishares Tr Msci Usa Momentum Factor (MTUM) 6.5 $6.1M +3% 57k 106.48
 View chart
Vanguard Mortgage Bkd Sects ETF (VMBS) 6.1 $5.7M -56% 104k 54.50
 View chart
First Trust Morningstar Divid Ledr (FDL) 4.8 $4.5M +2% 201k 22.33
 View chart
First Trust S&P REIT Index Fund (FRI) 4.6 $4.3M +16% 226k 18.93
 View chart
First Trust Small Cap Cr AlphaDEX (FYX) 4.2 $4.0M -19% 96k 41.13
 View chart
inv grd crp bd (CORP) 4.2 $3.9M +3% 37k 105.85
 View chart
Dbx Etf Tr eafe hgh dv yl (HDEF) 3.8 $3.6M -9% 194k 18.43
 View chart
Goldman Sachs Etf Tr activebeta int (GSIE) 3.4 $3.2M +8% 139k 23.06
 View chart
Goldman Sachs Etf Tr activebeta eme (GEM) 3.3 $3.1M +28% 119k 26.17
 View chart
Pgx etf (PGX) 2.3 $2.2M -40% 166k 13.16
 View chart
Vanguard Short Term Corporate Bond ETF (VCSH) 1.2 $1.1M 14k 79.07
 View chart
iShares MSCI Emerging Markets Indx (EEM) 0.4 $338k 9.9k 34.18
 View chart
iShares MSCI EAFE Index Fund (EFA) 0.3 $330k 6.2k 53.48
 View chart

Past Filings by Peak Capital Management

SEC 13F filings are viewable for Peak Capital Management going back to 2017