SIMPLIFY EXCHANGE TRADED FUN

Ticker: SVOL CUSIP: 82889N863 Class: ETF

PEAK FINANCIAL ADVISORS LLC's Holding History (CIK: 0001843309)

Note: Option positions (PUT/CALL) are excluded.

Q1 2025
Shares 502,384 Value ($000) $9,133 Avg Close Range
Q4 2024
Shares 486,861 Value ($000) $10,122 Avg Close Range
Q3 2024
Shares 479,555 Value ($000) $10,531 Avg Close Range
Q2 2024
Shares 438,913 Value ($000) $9,858 Avg Close Range
Q1 2024
Shares 342,155 Value ($000) $7,753 Avg Close Range
Q4 2023
Shares 263,179 Value ($000) $5,995 Avg Close Range
Q3 2023
Shares 190,636 Value ($000) $4,291 Avg Close Range