Simplify Exchange Traded Fun shares owned by Peak Financial Advisors
Quarter-by-quarter ownership of Simplify Exchange Traded Fun (TUA) 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 |
|---|---|---|---|
| 2024-03-31 | $6.5M | 296k | 21.87 |
| 2023-12-31 | $10M | 446k | 23.15 |
| 2023-09-30 | $9.9M | 452k | 21.84 |
| 2023-06-30 | $6.3M | 279k | 22.68 |