Peak Financial Advisors
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Peak Financial Advisors’s Simplify Macro Strategy ETF FIG Stock Holding History

Peak Financial Advisors’s Portfolio FIG Stock Details FIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-229,983
Closed -$5.37M – 60
2023
Q2 		$5.37M Buy
+229,983
New +$5.44M 4.21% 6

Other funds holding FIG

HIG
Herr Investment Group Austin, Texas $1.5B AUM 29.27% 1-Year Est. Return
Lionsbridge Wealth Management
Lionsbridge Wealth Management Jacksonville Beach, Florida $89.6M AUM 14.61% 1-Year Est. Return
Avantax Advisory Services
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Tidal Investments
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.53% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Peak Financial Advisors's FIG Position: Q3 2023 in Review

Peak Financial Advisors sold out of Simplify Macro Strategy ETF (FIG) in Q3 2023, closing a stake of 229,983 shares — an estimated $5.37M sold.

Peak Financial Advisors first reported a position in FIG in Q2 2023 and held it in 1 quarter. The position peaked at $5.37M in Q2 2023. 10 funds tracked by Wall St. Rank hold FIG as of Q3 2023.

  • Peak Financial Advisors reported no remaining Simplify Macro Strategy ETF position as of Q3 2023 after selling out during the quarter.
  • Peak Financial Advisors sold 229,983 Simplify Macro Strategy ETF shares in Q3 2023, an estimated $5.37M.
  • Peak Financial Advisors first reported a position in Simplify Macro Strategy ETF in Q2 2023 and held it in 1 quarter.
  • Peak Financial Advisors's Simplify Macro Strategy ETF position peaked at $5.37M in Q2 2023.
  • 10 funds tracked by Wall St. Rank held Simplify Macro Strategy ETF as of Q3 2023.

Based on Peak Financial Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.