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Simplify Exchange Traded Fun shares owned by Peak Financial Advisors

Quarter-by-quarter ownership of Simplify Exchange Traded Fun (SVOL) 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
2024-09-30 $11M 480k 21.96
2024-06-30 $9.9M 439k 22.46
2024-03-31 $7.8M 342k 22.66
2023-12-31 $6.0M 263k 22.78
2023-09-30 $4.3M 191k 22.51

More positions owned by Peak Financial Advisors

Simplify Exchange Traded Fun Mbs Etf (MTBA)
Simplify Exchange Traded Fun Stable Incm Etf (BUCK)
World Gold Tr Spdr Gld Minis (GLDM)
Simplify Exchange Traded Fun Volatility Prem (SVOL)
Simplify Exchange Traded Fun Managed Futures (CTA)
Ishares Tr Msci India Etf (INDA)
Ishares Tr Jpmorgan Usd Emg (EMB)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Pulte (PHM)
Meta Platforms Cl A (META)
Hubbell (HUBB)
Microsoft Corporation (MSFT)
Tractor Supply Company (TSCO)

View all positions for Peak Financial Advisors

Top funds holding Simplify Exchange Traded Fun

Legacy Investment Solutions
Legacy Wealth Managment
Peak Financial Advisors
Citadel Advisors
Commonwealth Equity Services
Cumberland Partners
Parkside Investments
AE Wealth Management
One Capital Management
3EDGE Asset Management
Arete Wealth Advisors
Visionary Wealth Advisors
Smith Anglin Financial
Captrust Financial Advisors
Mount Lucas Management Corporation

View all funds holding Simplify Exchange Traded Fun