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Burkett Financial Services’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Burkett Financial Services’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
Q2 		– Sell
-474
Closed -$14K – 228
2025
Q1 		$14K Buy
+474
New +$13.8K 0.01% 151

Other funds holding CTA

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AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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 $377B AUM 19.32% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return

Burkett Financial Services's CTA Position: Q2 2025 in Review

Burkett Financial Services sold out of Simplify Managed Futures Strategy ETF (CTA) in Q2 2025, closing a stake of 474 shares — an estimated $14K sold.

Burkett Financial Services first reported a position in CTA in Q1 2025 and held it in 1 quarter. The position peaked at $14K in Q1 2025. 191 funds tracked by Wall St. Rank hold CTA as of Q2 2025.

  • Burkett Financial Services reported no remaining Simplify Managed Futures Strategy ETF position as of Q2 2025 after selling out during the quarter.
  • Burkett Financial Services sold 474 Simplify Managed Futures Strategy ETF shares in Q2 2025, an estimated $14K.
  • Burkett Financial Services first reported a position in Simplify Managed Futures Strategy ETF in Q1 2025 and held it in 1 quarter.
  • Burkett Financial Services's Simplify Managed Futures Strategy ETF position peaked at $14K in Q1 2025.
  • 191 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2025.

Based on Burkett Financial Services's 13F filing for Q2 2025, filed 1 Jul 2025.