CW
SDMF

CreativeOne Wealth’s Simplify DBi CTA Managed Futures Index ETF SDMF Stock Holding History

CreativeOne Wealth’s Portfolio SDMF Stock Details SDMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.16M Buy
+45,101
New +$1.15M 0.02% 531

Other funds holding SDMF

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CreativeOne Wealth's SDMF Position: Q2 2026 in Review

CreativeOne Wealth opened a new position in Simplify DBi CTA Managed Futures Index ETF (SDMF) in Q2 2026: 45,101 shares worth $1.16M. The stake represents 0.02% of the portfolio and ranks #531 among its holdings.

7 funds tracked by Wall St. Rank hold SDMF as of Q2 2026.

  • CreativeOne Wealth held 45,101 shares of Simplify DBi CTA Managed Futures Index ETF worth $1.16M as of Q2 2026.
  • Simplify DBi CTA Managed Futures Index ETF was a new CreativeOne Wealth position in Q2 2026.
  • Simplify DBi CTA Managed Futures Index ETF made up 0.02% of CreativeOne Wealth's portfolio in Q2 2026, its #531 holding.
  • 7 funds tracked by Wall St. Rank held Simplify DBi CTA Managed Futures Index ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.