Peak Financial Advisors’s AdvisorShares Pure US Cannabis ETF MSOS Stock Holding History

Peak Financial Advisors’s Portfolio MSOS Stock Details MSOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-17,439	Closed	-$446K	–	99
2021 Q4	$446K	Sell	17,439 -33,114	-66%	-$915K	0.34%	53
2021 Q3	$1.59M	Sell	50,553 -13,141	-21%	-$455K	1.4%	27
2021 Q2	$2.55M	Buy	63,694 +15,986	+34%	+$650K	2.19%	13
2021 Q1	$2.02M	Buy	47,708 +4,406	+10%	+$203K	1.71%	19
2020 Q4	$1.58M	Buy	+43,302	New	+$1.29M	1.36%	30

Other funds holding MSOS

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

AdvisorShares Investments Bethesda, Maryland $828M AUM 37.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

SCP

Sender Company & Partners New York $345M AUM 41.88% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

1SP

140 Summer Partners New York $1.4B AUM 73.38% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $58.9B AUM 51.73% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

ZIG

Zuckerman Investment Group Chicago, Illinois $1.18B AUM 22.58% 1-Year Est. Return

Peak Financial Advisors's MSOS Position: Q1 2022 in Review

Peak Financial Advisors sold out of AdvisorShares Pure US Cannabis ETF (MSOS) in Q1 2022, closing a stake of 17,439 shares — an estimated $446K sold.

Peak Financial Advisors first reported a position in MSOS in Q4 2020 and held it in 5 quarters. The position peaked at $2.55M in Q2 2021. 181 funds tracked by Wall St. Rank hold MSOS as of Q1 2022.

Peak Financial Advisors reported no remaining AdvisorShares Pure US Cannabis ETF position as of Q1 2022 after selling out during the quarter.
Peak Financial Advisors sold 17,439 AdvisorShares Pure US Cannabis ETF shares in Q1 2022, an estimated $446K.
Peak Financial Advisors first reported a position in AdvisorShares Pure US Cannabis ETF in Q4 2020 and held it in 5 quarters.
Peak Financial Advisors's AdvisorShares Pure US Cannabis ETF position peaked at $2.55M in Q2 2021.
181 funds tracked by Wall St. Rank held AdvisorShares Pure US Cannabis ETF as of Q1 2022.

Based on Peak Financial Advisors's 13F filing for Q1 2022, filed 22 Apr 2022.