Drive Wealth Management’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Drive Wealth Management’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 Q2	–	Sell	-14,025	Closed	-$415K	–	347
2025 Q1	$415K	Buy	14,025 +403	+3%	+$11.7K	0.1%	162
2024 Q4	$380K	Buy	+13,622	New	+$370K	0.09%	174

Other funds holding CTA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

BIG

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PFA

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

Drive Wealth Management's CTA Position: Q2 2025 in Review

Drive Wealth Management sold out of Simplify Managed Futures Strategy ETF (CTA) in Q2 2025, closing a stake of 14,025 shares — an estimated $415K sold.

Drive Wealth Management first reported a position in CTA in Q4 2024 and held it in 2 quarters. The position peaked at $415K in Q1 2025. 191 funds tracked by Wall St. Rank hold CTA as of Q2 2025.

Drive Wealth Management reported no remaining Simplify Managed Futures Strategy ETF position as of Q2 2025 after selling out during the quarter.
Drive Wealth Management sold 14,025 Simplify Managed Futures Strategy ETF shares in Q2 2025, an estimated $415K.
Drive Wealth Management first reported a position in Simplify Managed Futures Strategy ETF in Q4 2024 and held it in 2 quarters.
Drive Wealth Management's Simplify Managed Futures Strategy ETF position peaked at $415K in Q1 2025.
191 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2025.

Based on Drive Wealth Management's 13F filing for Q2 2025, filed 30 Jul 2025.