Simplify Exchange Traded Fun shares owned by Peak Financial Advisors
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (CTA) shares owned by Peak Financial Advisors
from 13F filings
Historical chart of Peak Financial Advisors investment in Simplify Exchange Traded Fun
Tip: Access up to 7 years of quarterly data
All positions including Simplify Exchange Traded Fun held by Peak Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Simplify Exchange Traded Fun by Peak Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 581k | 27.97 |
| 2025-06-30 | $14M | 540k | 26.74 |
| 2025-03-31 | $9.7M | 327k | 29.60 |
| 2024-12-31 | $9.1M | 325k | 27.89 |
| 2024-09-30 | $8.2M | 315k | 26.00 |
| 2024-06-30 | $7.7M | 285k | 26.92 |
| 2024-03-31 | $6.8M | 273k | 24.95 |
| 2023-12-31 | $5.2M | 221k | 23.60 |
| 2023-09-30 | $5.8M | 211k | 27.55 |
| 2023-06-30 | $6.8M | 268k | 25.50 |
| 2023-03-31 | $6.3M | 269k | 23.42 |
| 2022-12-31 | $7.0M | 267k | 26.01 |