Crossmark Global Holdings’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Crossmark Global Holdings’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 Q4	–	Sell	-33,569	Closed	-$937K	–	1244
2025 Q3	$937K	Buy	33,569 +1,672	+5%	+$46.2K	0.01%	653
2025 Q2	$852K	Buy	31,897 +7,505	+31%	+$209K	0.01%	671
2025 Q1	$719K	Buy	+24,392	New	+$709K	0.01%	723

Other funds holding CTA

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BIG

Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

IWAO

Independence Wealth Advisors (Ohio) Independence, Ohio $199M AUM

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

AFG

Altiora Financial Group Lebanon, Ohio $634M AUM 13.93% 1-Year Est. Return

PFA

Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return

Crossmark Global Holdings's CTA Position: Q4 2025 in Review

Crossmark Global Holdings sold out of Simplify Managed Futures Strategy ETF (CTA) in Q4 2025, closing a stake of 33,569 shares — an estimated $937K sold.

Crossmark Global Holdings first reported a position in CTA in Q1 2025 and held it in 3 quarters. The position peaked at $937K in Q3 2025. 209 funds tracked by Wall St. Rank hold CTA as of Q4 2025.

Crossmark Global Holdings reported no remaining Simplify Managed Futures Strategy ETF position as of Q4 2025 after selling out during the quarter.
Crossmark Global Holdings sold 33,569 Simplify Managed Futures Strategy ETF shares in Q4 2025, an estimated $937K.
Crossmark Global Holdings first reported a position in Simplify Managed Futures Strategy ETF in Q1 2025 and held it in 3 quarters.
Crossmark Global Holdings's Simplify Managed Futures Strategy ETF position peaked at $937K in Q3 2025.
209 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q4 2025.

Based on Crossmark Global Holdings's 13F filing for Q4 2025, filed 3 Feb 2026.