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 Q3	–	Sell	-597,723	Closed	-$15.5M	–	56
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

LFA

Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

AFFA

ALM First Financial Advisors Dallas, Texas $633M AUM 15.27% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

ULWM

Upper Left Wealth Management Tampa, Florida $193M AUM 6.98% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

TWM

TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Deane Retirement Strategies's CTA Position: Q3 2026 in Review

Deane Retirement Strategies sold out of Simplify Managed Futures Strategy ETF (CTA) in Q3 2026, closing a stake of 597,723 shares — an estimated $15.5M sold.

Deane Retirement Strategies first reported a position in CTA in Q1 2024 and held it in 10 quarters. The position peaked at $15.5M in Q2 2026. 34 funds tracked by Wall St. Rank hold CTA as of Q3 2026.

Deane Retirement Strategies reported no remaining Simplify Managed Futures Strategy ETF position as of Q3 2026 after selling out during the quarter.
Deane Retirement Strategies sold 597,723 Simplify Managed Futures Strategy ETF shares in Q3 2026, an estimated $15.5M.
Deane Retirement Strategies first reported a position in Simplify Managed Futures Strategy ETF in Q1 2024 and held it in 10 quarters.
Deane Retirement Strategies's Simplify Managed Futures Strategy ETF position peaked at $15.5M in Q2 2026.
34 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q3 2026.

Based on Deane Retirement Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.