Peak Financial Advisors LLC Simplify ETF Simplify Volatili Transaction History

Peak Financial Advisors LLC

$151 Million
Q2 2025

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 10, 2025	BUY	$17.92 - $21.7 $278,172 - $336,849	15,523 Added 3.19%	502,384 $9.08 Million
Q4 2024 Jan 14, 2025	BUY	$20.4 - $21.93 $149,042 - $160,220	7,306 Added 1.52%	486,861 $10.1 Million
Q3 2024 Oct 09, 2024	BUY	$20.05 - $22.81 $814,872 - $927,044	40,642 Added 9.26%	479,555 $10.5 Million
Q2 2024 Jul 12, 2024	BUY	$21.84 - $22.99 $2.11 Million - $2.22 Million	96,758 Added 28.28%	438,913 $9.86 Million
Q1 2024 Apr 12, 2024	BUY	$22.61 - $23.09 $1.79 Million - $1.82 Million	78,976 Added 30.01%	342,155 $7.75 Million
Q4 2023 Jan 10, 2024	BUY	$21.51 - $23.18 $1.56 Million - $1.68 Million	72,543 Added 38.05%	263,179 $6 Million
Q3 2023 Oct 10, 2023	BUY	$22.33 - $23.17 $4.26 Million - $4.42 Million	190,636 New	190,636 $4.29 Million

Others Institutions Holding SVOL

# of Institutions

99

Shares Held

6.86M

Call Options Held

69.7K

Put Options Held

60.6K

Ae Wealth Management LLC

1.38M
Shares

$25.2 Million
0.24% of portfolio
Beacon Capital Management, LLC

873K
Shares

$15.9 Million
2.6% of portfolio
Parkside Investments, LLC

383K
Shares

$6.98 Million
1.05% of portfolio
Pom Investment Strategies, LLC Raleigh, NC

347K
Shares

$6.31 Million
7.37% of portfolio
Legacy Investment Solutions, LLC Meridian, ID

335K
Shares

$6.09 Million
4.99% of portfolio

About SIMPLIFY ETF SIMPLIFY VOLATILI

Ticker SVOL
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