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Ashton Thomas Private Wealth’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Ashton Thomas Private Wealth’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
-30,188
Closed -$844K – 1007
2025
Q3 		$844K Buy
+30,188
New +$833K 0.02% 510

Other funds holding CTA

Wealth Enhancement Advisory Services
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Carson Wealth (CWM LLC)
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
IWAO
Independence Wealth Advisors (Ohio) Independence, Ohio $199M AUM
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
AFG
Altiora Financial Group Lebanon, Ohio $634M AUM 13.93% 1-Year Est. Return
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return

Ashton Thomas Private Wealth's CTA Position: Q4 2025 in Review

Ashton Thomas Private Wealth sold out of Simplify Managed Futures Strategy ETF (CTA) in Q4 2025, closing a stake of 30,188 shares — an estimated $844K sold.

Ashton Thomas Private Wealth first reported a position in CTA in Q3 2025 and held it in 1 quarter. The position peaked at $844K in Q3 2025. 209 funds tracked by Wall St. Rank hold CTA as of Q4 2025.

  • Ashton Thomas Private Wealth reported no remaining Simplify Managed Futures Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 30,188 Simplify Managed Futures Strategy ETF shares in Q4 2025, an estimated $844K.
  • Ashton Thomas Private Wealth first reported a position in Simplify Managed Futures Strategy ETF in Q3 2025 and held it in 1 quarter.
  • Ashton Thomas Private Wealth's Simplify Managed Futures Strategy ETF position peaked at $844K in Q3 2025.
  • 209 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q4 2025.

Based on Ashton Thomas Private Wealth's 13F filing for Q4 2025, filed 29 Jan 2026.