PEAK FINANCIAL ADVISORS LLC MTBA — SIMPLIFY EXCHANGE TRADED FUN

Ownership history in PEAK FINANCIAL ADVISORS LLC  ·  9 quarters on record

AI Ownership Summary

PEAK FINANCIAL ADVISORS LLC reported SIMPLIFY EXCHANGE TRADED FUN (MTBA) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 11.26% in 2024 Q2. The latest visible filing shows MTBA at 7.51% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MTBA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PEAK FINANCIAL ADVISORS LLC's position in SIMPLIFY EXCHANGE TRADED FUN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MTBA was reported at 7.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
11.26% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MTBA stock page PEAK FINANCIAL ADVISORS LLC fund profile PEAK FINANCIAL ADVISORS LLC full holdings
How PEAK FINANCIAL ADVISORS LLC held MTBA — position size vs. price
% of Fund (quarterly)    MTBA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 343,050 -31,526 -8.4% 7.51% $17.0M 2026-04-22 $49.58
2025 Q4 ADDED — — — 374,576 +75,983 +25.4% 8.48% $18.9M 2026-01-12 $49.62
2025 Q3 ADDED — — — 298,593 +16,636 +5.9% 7.21% $15.0M 2025-10-08 $48.72
2025 Q2 REDUCED 23.6% +2.0% ❌ 281,957 -87,276 -23.6% 7.23% $14.1M 2025-07-07 $47.45
2025 Q1 ADDED — — — 369,233 +8,020 +2.2% 9.42% $18.5M 2025-04-10 $46.47
2024 Q4 REDUCED 8.4% +2.4% ❌ 361,213 -33,068 -8.4% 9.34% $17.9M 2025-01-14 $45.44
2024 Q3 ADDED — — — 394,281 +4,688 +1.2% 10.44% $20.3M 2024-10-10 $46.32
2024 Q2 ADDED — — — 389,593 +90,280 +30.2% 11.26% $19.6M 2024-07-12 $45.65
2024 Q1 INITIATED — — — 299,313 — — 9.28% $15.2M 2024-04-12 $44.39

🏢 Other funds also holding MTBA

As of 2026 Q1 — sorted by position size

Watchman Group, Inc. 3Y 10.51% Edge Wealth Management LLC 3Y 7Y 9.06% ABBINGTON INVESTMENT GROUP 3.75% True Wealth Design, LLC 3Y 3.15% Triad Investment Management 3Y 7Y 2.87% Andina Capital Management, LLC 2.0% PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 1.63% Hegarty Advisors, LLC 0.86% WealthPlan Investment Management, LLC 3Y 0.79% PRIVATE CLIENT SERVICES, LLC 0.75%

FAQ About PEAK FINANCIAL ADVISORS LLC and MTBA

These are the practical questions this page is built to answer before you even open the full history table.

How long has PEAK FINANCIAL ADVISORS LLC reported owning MTBA?

PEAK FINANCIAL ADVISORS LLC reported MTBA across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported MTBA position in PEAK FINANCIAL ADVISORS LLC's portfolio?

The largest reported portfolio weight for MTBA was 11.26% in 2024 Q2.

What is the latest reported MTBA position on this page?

The most recent filing on this page is 2026 Q1, when PEAK FINANCIAL ADVISORS LLC reported 343,050 shares, equal to 7.51% of portfolio, with an estimated market value of $17.0M.

What does the chart on this MTBA ownership page compare?

The chart compares PEAK FINANCIAL ADVISORS LLC's quarterly MTBA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did PEAK FINANCIAL ADVISORS LLC time their MTBA position?

Based on 13F filing dates vs. subsequent MTBA price moves, PEAK FINANCIAL ADVISORS LLC correctly timed 4 out of 8 reported position changes (50%). The annualised alpha on MTBA relative to SPY over the holding period was -11.4%.

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