EGA
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E&G Advisors’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

E&G Advisors’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 		$287K Buy
9,950
+250
+3% +$6.95K 0.06% 198
2026
Q2 		$252K Buy
+9,700
New +$288K 0.05% 218

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

E&G Advisors's CTA Position: Q3 2026 in Review

E&G Advisors increased its Simplify Managed Futures Strategy ETF (CTA) stake by 2.6% in Q3 2026, buying an estimated $6.95K and bringing the position to 9,950 shares worth $287K. The position accounts for 0.06% of the portfolio, ranked #198.

E&G Advisors first reported a position in CTA in Q2 2026 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold CTA as of Q3 2026.

  • E&G Advisors held 9,950 shares of Simplify Managed Futures Strategy ETF worth $287K as of Q3 2026.
  • E&G Advisors bought 250 Simplify Managed Futures Strategy ETF shares in Q3 2026, an estimated $6.95K.
  • Simplify Managed Futures Strategy ETF made up 0.06% of E&G Advisors's portfolio in Q3 2026, its #198 holding.
  • E&G Advisors first reported a position in Simplify Managed Futures Strategy ETF in Q2 2026 and has held it in 2 quarters since.
  • 37 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q3 2026.

Based on E&G Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.