AE Wealth Management’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

AE Wealth Management’s Portfolio CTA Stock Details CTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$32.1M	Buy
2025 Q1	$28.8M	Buy
2024 Q4	$18.4M	Buy
2024 Q3	$2.49M	Buy
2023 Q1	–	Sell
2022 Q4	$946K	Buy