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

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AWM
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BIG
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LPL Financial
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BCMLT
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PAG
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PPW
Pasadena Private Wealth Pasadena, California $721M AUM 18.72% 1-Year Est. Return
Envestnet Asset Management
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PFA
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