PSTR NORTHERN LTS FD TR II
FollowPEAK SECT RO ETF (fund)
6 managers (6 13F filers) reported a position in PSTR shares at 2026-03-31, 1,089,376 shares in all. 4 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 6
- 13F filers
- 6
- New
- 4
- Added
- 0
- Reduced
- 2
- Sold out
- 1
- Shares held by filers
- 1,089,376
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q1 2026
Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| CALTON & ASSOCIATES, INC. | 1,039,789 | $29.2M | 4.19% | -2,757 | 13F-HRTimeline |
| Mosley Wealth Management | 37,950 | $1.08M | 0.49% | -4,949 | 13F-HRTimeline |
| GTS SECURITIES LLC | 10,036 | $281K | 0.01% | new | 13F-HRTimeline |
| JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP | 1,500 | $41.2K | <0.01% | new | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 100 | $2.8K | <0.01% | new | 13F-HRTimelineGroup |
| FMR LLCin group FMR LLC | 1 | $28 | <0.01% | new | 13F-HRTimelineGroup |