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Dynamic Advisor Solutions’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Dynamic Advisor Solutions’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 		$3.81M Buy
132,100
+1,329
+1% +$37K 0.11% 200
2026
Q2 		$3.39M Buy
130,771
+12,809
+11% +$380K 0.1% 222
2026
Q1 		$3.56M Buy
117,962
+7,357
+7% +$214K 0.11% 202
2025
Q4 		$3.02M Sell
110,605
-208,017
-65% -$5.71M 0.1% 219
2025
Q3 		$8.91M Buy
318,622
+1,056
+0.3% +$29.2K 0.26% 88
2025
Q2 		$8.49M Buy
317,566
+114,318
+56% +$3.18M 0.26% 89
2025
Q1 		$6.02M Buy
+203,248
New +$5.91M 0.2% 123

Other funds holding CTA

Wealth Enhancement Advisory Services
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
FA
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
VERPA
Virginia Estate & Retirement Planning Advisors Glen Allen, Virginia $79.1M AUM

Dynamic Advisor Solutions's CTA Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Simplify Managed Futures Strategy ETF (CTA) stake by 1% in Q3 2026, buying an estimated $37K and bringing the position to 132,100 shares worth $3.81M. The position accounts for 0.11% of the portfolio, ranked #200.

Dynamic Advisor Solutions first reported a position in CTA in Q1 2025 and has held it in 7 quarters since. The position peaked at $8.91M in Q3 2025. 37 funds tracked by Wall St. Rank hold CTA as of Q3 2026.

  • Dynamic Advisor Solutions held 132,100 shares of Simplify Managed Futures Strategy ETF worth $3.81M as of Q3 2026.
  • Dynamic Advisor Solutions bought 1,329 Simplify Managed Futures Strategy ETF shares in Q3 2026, an estimated $37K.
  • Simplify Managed Futures Strategy ETF made up 0.11% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #200 holding.
  • Dynamic Advisor Solutions first reported a position in Simplify Managed Futures Strategy ETF in Q1 2025 and has held it in 7 quarters since.
  • Dynamic Advisor Solutions's Simplify Managed Futures Strategy ETF position peaked at $8.91M in Q3 2025.
  • 37 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.