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Atticus Wealth Management’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Atticus Wealth Management’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
2024
Q1 		– Sell
-508
Closed -$12K – 555
2023
Q4 		$12K Sell
508
-108
-18% -$2.83K ﹤0.01% 384
2023
Q3 		$17K Buy
616
+2
+0.3% +$52 0.01% 346
2023
Q2 		$15.7K Sell
614
-540
-47% -$13.5K 0.01% 359
2023
Q1 		$27K Buy
+1,154
New +$29.3K 0.01% 298

Other funds holding CTA

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Atticus Wealth Management's CTA Position: Q1 2024 in Review

Atticus Wealth Management sold out of Simplify Managed Futures Strategy ETF (CTA) in Q1 2024, closing a stake of 508 shares — an estimated $12K sold.

Atticus Wealth Management first reported a position in CTA in Q1 2023 and held it in 4 quarters. The position peaked at $27K in Q1 2023. 51 funds tracked by Wall St. Rank hold CTA as of Q1 2024.

  • Atticus Wealth Management reported no remaining Simplify Managed Futures Strategy ETF position as of Q1 2024 after selling out during the quarter.
  • Atticus Wealth Management sold 508 Simplify Managed Futures Strategy ETF shares in Q1 2024, an estimated $12K.
  • Atticus Wealth Management first reported a position in Simplify Managed Futures Strategy ETF in Q1 2023 and held it in 4 quarters.
  • Atticus Wealth Management's Simplify Managed Futures Strategy ETF position peaked at $27K in Q1 2023.
  • 51 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q1 2024.

Based on Atticus Wealth Management's 13F filing for Q1 2024, filed 17 Apr 2024.