CWM
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Centricity Wealth Management’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Centricity Wealth Management’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 		$19K Buy
+711
New +$19.8K 0.02% 267

Other funds holding CTA

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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 $445B AUM 25.58% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return

Centricity Wealth Management's CTA Position: Q2 2025 in Review

Centricity Wealth Management opened a new position in Simplify Managed Futures Strategy ETF (CTA) in Q2 2025: 711 shares worth $19K. The stake represents 0.02% of the portfolio and ranks #267 among its holdings.

192 funds tracked by Wall St. Rank hold CTA as of Q2 2025.

  • Centricity Wealth Management held 711 shares of Simplify Managed Futures Strategy ETF worth $19K as of Q2 2025.
  • Simplify Managed Futures Strategy ETF was a new Centricity Wealth Management position in Q2 2025.
  • Simplify Managed Futures Strategy ETF made up 0.02% of Centricity Wealth Management's portfolio in Q2 2025, its #267 holding.
  • 192 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.