Ameritas Advisory Services’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Ameritas Advisory Services’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 Q4	–	Sell	-543	Closed	-$15.2K	–	1174
2025 Q3	$15.2K	Sell	543 -1,899	-78%	-$52.4K	﹤0.01%	1526
2025 Q2	$65.3K	Buy	+2,442	New	+$67.8K	﹤0.01%	1184
2023 Q3	–	Sell	-11,299	Closed	-$290K	–	812
2023 Q2	$290K	Sell	11,299 -20,469	-64%	-$510K	0.04%	412
2023 Q1	$746K	Sell	31,768 -30,907	-49%	-$785K	0.04%	376
2022 Q4	$1.63M	Buy	+62,675	New	+$1.77M	0.08%	252

Other funds holding CTA

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BIG

Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

IWAO

Independence Wealth Advisors (Ohio) Independence, Ohio $188M AUM

IWP

IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

AFG

Altiora Financial Group Lebanon, Ohio $607M AUM 12.43% 1-Year Est. Return

PFA

Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return

Ameritas Advisory Services's CTA Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Simplify Managed Futures Strategy ETF (CTA) in Q4 2025, closing a stake of 543 shares — an estimated $15.2K sold.

Ameritas Advisory Services first reported a position in CTA in Q4 2022 and held it in 5 quarters. The position peaked at $1.63M in Q4 2022. 209 funds tracked by Wall St. Rank hold CTA as of Q4 2025.

Ameritas Advisory Services reported no remaining Simplify Managed Futures Strategy ETF position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 543 Simplify Managed Futures Strategy ETF shares in Q4 2025, an estimated $15.2K.
Ameritas Advisory Services first reported a position in Simplify Managed Futures Strategy ETF in Q4 2022 and held it in 5 quarters.
Ameritas Advisory Services's Simplify Managed Futures Strategy ETF position peaked at $1.63M in Q4 2022.
209 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.