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

Cape Investment 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
2026
Q3 		$9.32K Hold
323
– – ﹤0.01% 884
2026
Q2 		$8.38K Buy
+323
New +$9.59K ﹤0.01% 906

Other funds holding CTA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
AFFA
ALM First Financial Advisors Dallas, Texas $633M AUM 15.27% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
ULWM
Upper Left Wealth Management Tampa, Florida $193M AUM 6.98% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Cape Investment Advisory's CTA Position: Q3 2026 in Review

Cape Investment Advisory held its Simplify Managed Futures Strategy ETF (CTA) position steady in Q3 2026 at 323 shares worth $9.32K. The position accounts for ﹤0.01% of the portfolio, ranked #884.

Cape Investment Advisory first reported a position in CTA in Q2 2026 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold CTA as of Q3 2026.

  • Cape Investment Advisory held 323 shares of Simplify Managed Futures Strategy ETF worth $9.32K as of Q3 2026.
  • Cape Investment Advisory left its Simplify Managed Futures Strategy ETF share count unchanged in Q3 2026.
  • Simplify Managed Futures Strategy ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #884 holding.
  • Cape Investment Advisory first reported a position in Simplify Managed Futures Strategy ETF in Q2 2026 and has held it in 2 quarters since.
  • 37 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.