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

Axxcess Wealth Management’s Portfolio CTA Stock Details CTA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,204
Closed -$285K – 861
2024
Q4 		$285K Sell
10,204
-31
-0.3% -$865 0.01% 685
2024
Q3 		$266K Buy
+10,235
New +$266K 0.01% 728