Bessemer Group
CTA icon

Bessemer Group’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Bessemer Group’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
Q1 		– Sell
-10,000
Closed -$279K – 2490
2024
Q4 		$279K Sell
10,000
-500
-5% -$13.6K ﹤0.01% 1016
2024
Q3 		$273K Buy
+10,500
New +$275K ﹤0.01% 1058

Other funds holding CTA

Bank of America
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
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

Bessemer Group's CTA Position: Q1 2025 in Review

Bessemer Group sold out of Simplify Managed Futures Strategy ETF (CTA) in Q1 2025, closing a stake of 10,000 shares — an estimated $279K sold.

Bessemer Group first reported a position in CTA in Q3 2024 and held it in 2 quarters. The position peaked at $279K in Q4 2024. 165 funds tracked by Wall St. Rank hold CTA as of Q1 2025.

  • Bessemer Group reported no remaining Simplify Managed Futures Strategy ETF position as of Q1 2025 after selling out during the quarter.
  • Bessemer Group sold 10,000 Simplify Managed Futures Strategy ETF shares in Q1 2025, an estimated $279K.
  • Bessemer Group first reported a position in Simplify Managed Futures Strategy ETF in Q3 2024 and held it in 2 quarters.
  • Bessemer Group's Simplify Managed Futures Strategy ETF position peaked at $279K in Q4 2024.
  • 165 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q1 2025.

Based on Bessemer Group's 13F filing for Q1 2025, filed 23 Apr 2025.