Peak Financial Advisors LLC Simplify Exch Traded Fds Simpl Transaction History

Peak Financial Advisors LLC

$153 Million
Q4 2025

A detailed history of Peak Financial Advisors LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Peak Financial Advisors LLC holds 583,181 shares of CTA stock, worth $15.9 Million. This represents 10.39% of its overall portfolio holdings.

Number of Shares

583,181

Previous 580,773 0.41%

Holding current value

$15.9 Million

Previous $16.2 Million 2.1%

% of portfolio

10.39%

Previous 10.09%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$26.88 - $29.21 $64,727 - $70,337	2,408 Added 0.41%	583,181 $15.9 Million
Q3 2025 Oct 08, 2025	BUY	$26.46 - $28.43 $1.07 Million - $1.15 Million	40,398 Added 7.48%	580,773 $16.2 Million
Q2 2025 Jul 07, 2025	BUY	$26.61 - $29.9 $5.68 Million - $6.38 Million	213,303 Added 65.22%	540,375 $14.4 Million
Q1 2025 Apr 10, 2025	BUY	$27.81 - $30.21 $66,438 - $72,171	2,389 Added 0.74%	327,072 $9.63 Million
Q4 2024 Jan 14, 2025	BUY	$25.8 - $28.97 $252,143 - $283,123	9,773 Added 3.1%	324,683 $9.06 Million

Q3 2024 Oct 09, 2024	BUY	$25.73 - $27.07 $773,443 - $813,724	30,060 Added 10.55%	314,910 $8.19 Million
Q2 2024 Jul 12, 2024	BUY	$25.27 - $28.23 $308,571 - $344,716	12,211 Added 4.48%	284,850 $7.67 Million
Q1 2024 Apr 12, 2024	BUY	$23.53 - $25.79 $1.22 Million - $1.33 Million	51,694 Added 23.4%	272,639 $6.8 Million
Q4 2023 Jan 10, 2024	BUY	$23.52 - $27.59 $223,392 - $262,049	9,498 Added 4.49%	220,945 $5.21 Million
Q3 2023 Oct 10, 2023	SELL	$24.98 - $27.64 $1.42 Million - $1.57 Million	-56,793 Reduced 21.17%	211,447 $5.83 Million
Q2 2023 Jul 10, 2023	SELL	$23.37 - $25.85 $16,989 - $18,792	-727 Reduced 0.27%	268,240 $6.84 Million
Q1 2023 Apr 18, 2023	BUY	$23.42 - $28.15 $37,448 - $45,011	1,599 Added 0.6%	268,967 $6.3 Million
Q4 2022 Jan 12, 2023	BUY	$26.01 - $30.06 $6.95 Million - $8.04 Million	267,368 New	267,368 $6.95 Billion

Others Institutions Holding CTA

# of Institutions

201

Shares Held

30M

Call Options Held

Put Options Held

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About SIMPLIFY EXCH TRADED FDS SIMPL

Ticker CTA
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Peak Financial Advisors LLC Simplify Exch Traded Fds Simpl Transaction History