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Peak Financial Advisors’s Simplify Health Care ETF PINK Stock Holding History

Peak Financial Advisors’s Portfolio PINK Stock Details PINK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-11,068
Closed -$272K – 69
2022
Q2 		$272K Sell
11,068
-76
-0.7% -$1.94K 0.27% 61
2022
Q1 		$302K Buy
+11,144
New +$288K 0.26% 63

Other funds holding PINK

LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
DTIM
Danda Trouve Investment Management Prairie Village, Kansas $54.1M AUM 13.18% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

Peak Financial Advisors's PINK Position: Q3 2022 in Review

Peak Financial Advisors sold out of Simplify Health Care ETF (PINK) in Q3 2022, closing a stake of 11,068 shares — an estimated $272K sold.

Peak Financial Advisors first reported a position in PINK in Q1 2022 and held it in 2 quarters. The position peaked at $302K in Q1 2022. 21 funds tracked by Wall St. Rank hold PINK as of Q3 2022.

  • Peak Financial Advisors reported no remaining Simplify Health Care ETF position as of Q3 2022 after selling out during the quarter.
  • Peak Financial Advisors sold 11,068 Simplify Health Care ETF shares in Q3 2022, an estimated $272K.
  • Peak Financial Advisors first reported a position in Simplify Health Care ETF in Q1 2022 and held it in 2 quarters.
  • Peak Financial Advisors's Simplify Health Care ETF position peaked at $302K in Q1 2022.
  • 21 funds tracked by Wall St. Rank held Simplify Health Care ETF as of Q3 2022.

Based on Peak Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.