Destiny Wealth Partners
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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

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Clear Creek Financial Management
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Jane Street
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Financial Enhancement Group
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Private Advisor Group
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OP
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Proficio Capital Partners
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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.