AFO
SDMF

Arrowroot Family Office’s Simplify DBi CTA Managed Futures Index ETF SDMF Stock Holding History

Arrowroot Family Office’s Portfolio SDMF Stock Details SDMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-27,516
Closed -$696K – 182
2026
Q1 		$696K Buy
+27,516
New +$696K 0.23% 87

Other funds holding SDMF

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Arrowroot Family Office's SDMF Position: Q2 2026 in Review

Arrowroot Family Office sold out of Simplify DBi CTA Managed Futures Index ETF (SDMF) in Q2 2026, closing a stake of 27,516 shares — an estimated $696K sold.

Arrowroot Family Office first reported a position in SDMF in Q1 2026 and held it in 1 quarter. The position peaked at $696K in Q1 2026. 7 funds tracked by Wall St. Rank hold SDMF as of Q2 2026.

  • Arrowroot Family Office reported no remaining Simplify DBi CTA Managed Futures Index ETF position as of Q2 2026 after selling out during the quarter.
  • Arrowroot Family Office sold 27,516 Simplify DBi CTA Managed Futures Index ETF shares in Q2 2026, an estimated $696K.
  • Arrowroot Family Office first reported a position in Simplify DBi CTA Managed Futures Index ETF in Q1 2026 and held it in 1 quarter.
  • Arrowroot Family Office's Simplify DBi CTA Managed Futures Index ETF position peaked at $696K in Q1 2026.
  • 7 funds tracked by Wall St. Rank held Simplify DBi CTA Managed Futures Index ETF as of Q2 2026.

Based on Arrowroot Family Office's 13F filing for Q2 2026, filed 6 Aug 2026.