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Destiny Wealth Partners’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Destiny Wealth Partners’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
2023
Q1 		– Sell
-171,156
Closed -$4.45M – 276
2022
Q4 		$4.45M Buy
171,156
+5,952
+4% +$168K 0.96% 33
2022
Q3 		$4.84M Buy
+165,204
New +$4.8M 1.09% 30

Other funds holding CTA

PFA
Peak Financial Advisors Denver, Colorado $226M AUM 18.37% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
OP
ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

Destiny Wealth Partners's CTA Position: Q1 2023 in Review

Destiny Wealth Partners sold out of Simplify Managed Futures Strategy ETF (CTA) in Q1 2023, closing a stake of 171,156 shares — an estimated $4.45M sold.

Destiny Wealth Partners first reported a position in CTA in Q3 2022 and held it in 2 quarters. The position peaked at $4.84M in Q3 2022. 38 funds tracked by Wall St. Rank hold CTA as of Q1 2023.

  • Destiny Wealth Partners reported no remaining Simplify Managed Futures Strategy ETF position as of Q1 2023 after selling out during the quarter.
  • Destiny Wealth Partners sold 171,156 Simplify Managed Futures Strategy ETF shares in Q1 2023, an estimated $4.45M.
  • Destiny Wealth Partners first reported a position in Simplify Managed Futures Strategy ETF in Q3 2022 and held it in 2 quarters.
  • Destiny Wealth Partners's Simplify Managed Futures Strategy ETF position peaked at $4.84M in Q3 2022.
  • 38 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.