Brown Advisory
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Brown Advisory’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Brown Advisory’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
Q3 		– Sell
-8,668
Closed -$232K – 1386
2025
Q2 		$232K Hold
8,668
– – ﹤0.01% 1254
2025
Q1 		$257K Buy
+8,668
New +$252K ﹤0.01% 1183

Other funds holding CTA

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
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
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 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
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return

Brown Advisory's CTA Position: Q3 2025 in Review

Brown Advisory sold out of Simplify Managed Futures Strategy ETF (CTA) in Q3 2025, closing a stake of 8,668 shares — an estimated $232K sold.

Brown Advisory first reported a position in CTA in Q1 2025 and held it in 2 quarters. The position peaked at $257K in Q1 2025. 195 funds tracked by Wall St. Rank hold CTA as of Q3 2025.

  • Brown Advisory reported no remaining Simplify Managed Futures Strategy ETF position as of Q3 2025 after selling out during the quarter.
  • Brown Advisory sold 8,668 Simplify Managed Futures Strategy ETF shares in Q3 2025, an estimated $232K.
  • Brown Advisory first reported a position in Simplify Managed Futures Strategy ETF in Q1 2025 and held it in 2 quarters.
  • Brown Advisory's Simplify Managed Futures Strategy ETF position peaked at $257K in Q1 2025.
  • 195 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q3 2025.

Based on Brown Advisory's 13F filing for Q3 2025, filed 14 Nov 2025.