Peak Financial Advisors LLC Invests $5.37 Million in Simplify Macro Strategy ETF (NYSEARCA:FIG)

Peak Financial Advisors LLC purchased a new position in Simplify Macro Strategy ETF (NYSEARCA:FIG) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 229,983 shares of the company’s stock, valued at approximately $5,368,000. Simplify Macro Strategy ETF makes up approximately 4.2% of Peak Financial Advisors LLC’s portfolio, making the stock its 6th largest holding. Peak Financial Advisors LLC owned 10.45% of Simplify Macro Strategy ETF at the end of the most recent quarter.

Several other large investors have also recently made changes to their positions in the stock. Lionsbridge Wealth Management LLC raised its position in shares of Simplify Macro Strategy ETF by 3.3% in the 1st quarter. Lionsbridge Wealth Management LLC now owns 37,862 shares of the company’s stock worth $889,000 after acquiring an additional 1,212 shares in the last quarter. UBS Group AG bought a new position in shares of Simplify Macro Strategy ETF in the 4th quarter worth $31,000. Toroso Investments LLC bought a new position in shares of Simplify Macro Strategy ETF in the 4th quarter worth $211,000. OLD Mission Capital LLC bought a new position in shares of Simplify Macro Strategy ETF in the 1st quarter worth $277,000. Finally, Herr Investment Group LLC bought a new position in shares of Simplify Macro Strategy ETF in the 1st quarter worth $11,147,000.

Simplify Macro Strategy ETF Price Performance

FIG opened at $22.80 on Friday. Simplify Macro Strategy ETF has a 12 month low of $22.49 and a 12 month high of $26.31. The stock has a fifty day moving average price of $23.01 and a 200-day moving average price of $23.38.

Simplify Macro Strategy ETF Profile

The Simplify Macro Strategy ETF (FIG) is an exchange-traded fund that mostly invests in target outcome asset allocation. The fund is an actively managed fund-of-funds that seeks to provide absolute returns. The fund uses a macro strategy to build a risk-balanced, multi-asset portfolio. FIG was launched on May 16, 2022 and is managed by Simplify.