AWS
CTA icon

AJ Wealth Strategies’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

AJ Wealth Strategies’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
2023
Q2 		$484K Hold
18,977
– – 0.02% 185
2023
Q1 		$444K Hold
18,977
– – 0.02% 190
2022
Q4 		$494K Buy
+18,977
New +$536K 0.03% 183

Other funds holding CTA

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
OP
ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

AJ Wealth Strategies's CTA Position: Q2 2023 in Review

AJ Wealth Strategies held its Simplify Managed Futures Strategy ETF (CTA) position steady in Q2 2023 at 18,977 shares worth $484K. The position accounts for 0.02% of the portfolio, ranked #185.

AJ Wealth Strategies first reported a position in CTA in Q4 2022 and has held it in 3 quarters since. The position peaked at $494K in Q4 2022. 43 funds tracked by Wall St. Rank hold CTA as of Q2 2023.

  • AJ Wealth Strategies held 18,977 shares of Simplify Managed Futures Strategy ETF worth $484K as of Q2 2023.
  • AJ Wealth Strategies left its Simplify Managed Futures Strategy ETF share count unchanged in Q2 2023.
  • Simplify Managed Futures Strategy ETF made up 0.02% of AJ Wealth Strategies's portfolio in Q2 2023, its #185 holding.
  • AJ Wealth Strategies first reported a position in Simplify Managed Futures Strategy ETF in Q4 2022 and has held it in 3 quarters since.
  • AJ Wealth Strategies's Simplify Managed Futures Strategy ETF position peaked at $494K in Q4 2022.
  • 43 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.