Carson Wealth (CWM LLC)
CTAP

Carson Wealth (CWM LLC)’s Simplify US Equity PLUS Managed Futures Strategy ETF CTAP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CTAP Stock Details CTAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$90.2M Buy
+3,369,085
New +$91.3M 0.24% 82

Other funds holding CTAP

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
TWM
Triton Wealth Management Sun City, Arizona $326M AUM 31.51% 1-Year Est. Return
MPW
Magnolia Private Wealth Philadelphia, Pennsylvania $182M AUM 21.95% 1-Year Est. Return
ZBNA
Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CTAP Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in Simplify US Equity PLUS Managed Futures Strategy ETF (CTAP) in Q1 2026: 3,369,085 shares worth $90.2M. The stake represents 0.24% of the portfolio and ranks #82 among its holdings.

13 funds tracked by Wall St. Rank hold CTAP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,369,085 shares of Simplify US Equity PLUS Managed Futures Strategy ETF worth $90.2M as of Q1 2026.
  • Simplify US Equity PLUS Managed Futures Strategy ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • Simplify US Equity PLUS Managed Futures Strategy ETF made up 0.24% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #82 holding.
  • 13 funds tracked by Wall St. Rank held Simplify US Equity PLUS Managed Futures Strategy ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.