Deane Retirement Strategies’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Deane Retirement Strategies’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
2026 Q2	$15.5M	Buy	597,723 +198,385	+50%	+$5.89M	6.56%	3
2026 Q1	$12.1M	Buy	399,338 +204,796	+105%	+$5.95M	4.86%	6
2025 Q4	$5.3M	Buy	194,542 +776	+0.4%	+$21.3K	2.19%	17
2025 Q3	$5.42M	Sell	193,766 -1,885	-1%	-$52K	2.33%	19
2025 Q2	$5.23M	Buy	195,651 +195,011	+30,470%	+$5.42M	2.34%	14
2025 Q1	$18.9K	Buy	640 +224	+54%	+$6.51K	0.01%	51
2024 Q4	$11.6K	Hold	416	–	–	0.01%	56
2024 Q3	$10.8K	Sell	416 -343	-45%	-$8.99K	0.01%	60
2024 Q2	$20.4K	Buy	759 +329	+77%	+$8.88K	0.01%	66
2024 Q1	$10.7K	Buy	+430	New	+$10.6K	0.01%	63

Other funds holding CTA

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

Ferguson Shapiro Decatur, Georgia $338M AUM 13.09% 1-Year Est. Return

Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

Roan Capital Partners Johnson City, Tennessee $121M AUM

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

FMA Wealth Management Duxbury, Massachusetts $156M AUM 15.22% 1-Year Est. Return