AFFA
CTA icon

ALM First Financial Advisors’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

ALM First Financial Advisors’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
2026
Q3 		$5.49M Buy
+190,286
New +$5.29M 0.87% 19

Other funds holding CTA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
ULWM
Upper Left Wealth Management Tampa, Florida $193M AUM 6.98% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
VERPA
Virginia Estate & Retirement Planning Advisors Glen Allen, Virginia $79.1M AUM

ALM First Financial Advisors's CTA Position: Q3 2026 in Review

ALM First Financial Advisors opened a new position in Simplify Managed Futures Strategy ETF (CTA) in Q3 2026: 190,286 shares worth $5.49M. The stake represents 0.87% of the portfolio and ranks #19 among its holdings.

36 funds tracked by Wall St. Rank hold CTA as of Q3 2026.

  • ALM First Financial Advisors held 190,286 shares of Simplify Managed Futures Strategy ETF worth $5.49M as of Q3 2026.
  • Simplify Managed Futures Strategy ETF was a new ALM First Financial Advisors position in Q3 2026.
  • Simplify Managed Futures Strategy ETF made up 0.87% of ALM First Financial Advisors's portfolio in Q3 2026, its #19 holding.
  • 36 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q3 2026.

Based on ALM First Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.