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Simplify Managed Futures Strategy ETF
CTA

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Orcam Financial Group
176
Orcam Financial Group
California
USD 349 k +USD 97.9 k +3,300 +33%
Strive Financial Group
177
Strive Financial Group
Indiana
USD 348 k +USD 35.8 k +1,208 +10%
Creative Planning
178
Creative Planning
Kansas
USD 346 k +USD 37.9 k +1,276 +11%
Ethos Financial Group
179
Ethos Financial Group
Pennsylvania
USD 333 k -USD 12.8 k -433 -3%
Decker Retirement Planning
180
Decker Retirement Planning
Utah
USD 326 k +USD 3.56 k +120 +1%
Cary Street Partners
181
Cary Street Partners
Virginia
USD 311 k -USD 144 k -4,852 -29%
Advisor Resource Council
182
Advisor Resource Council
Texas
USD 310 k +USD 27.2 k +916 +8%
Solstein Capital
183
Solstein Capital
California
USD 307 k – – –
JP Morgan Chase
184
JP Morgan Chase
New York
USD 300 k +USD 207 k +6,978 +153%
Able Wealth Management
185
Able Wealth Management
New Jersey
USD 293 k -USD 166 k -5,597 -33%
D'Orazio & Associates
186
D'Orazio & Associates
Virginia
USD 293 k +USD 335 k +11,285 Nuevas
IHT Wealth Management
187
IHT Wealth Management
Illinois
USD 289 k +USD 330 k +11,133 Nuevas
GeoWealth Management
188
GeoWealth Management
Illinois
USD 288 k +USD 25.8 k +871 +9%
Keeler Thomas Management
189
Keeler Thomas Management
Utah
USD 286 k +USD 327 k +11,028 Nuevas
Resurgent Financial Advisors
190
Resurgent Financial Advisors
Georgia
USD 282 k +USD 30.2 k +1,018 +10%
Firestone Capital Management
191
Firestone Capital Management
Florida
USD 281 k – – –
Genesis Wealth Advisors
192
Genesis Wealth Advisors
Massachusetts
USD 279 k – – –
New Wave Wealth Advisors
193
New Wave Wealth Advisors
Arkansas
USD 278 k +USD 318 k +10,715 Nuevas
Advyzon Investment Management
194
Advyzon Investment Management
Illinois
USD 269 k -USD 107 k -3,616 -26%
Lewis Asset Management
195
Lewis Asset Management
California
USD 267 k +USD 306 k +10,300 Nuevas
Cetera Investment Advisers
196
Cetera Investment Advisers
Illinois
USD 264 k -USD 58.3 k -1,966 -16%
Legacy Private Trust
197
Legacy Private Trust
Wisconsin
USD 259 k – – –
Archford Capital Strategies
198
Archford Capital Strategies
Illinois
USD 257 k -USD 14.7 k -494 -5%
EGA
199
E&G Advisors
Texas
USD 252 k +USD 288 k +9,700 Nuevas
Independent Advisor Alliance
200
Independent Advisor Alliance
North Carolina
USD 250 k -USD 276 k -9,315 -49%
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