EF
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Empowered Funds’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Empowered Funds’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
Q4 		– Sell
-86,581
Closed -$2.42M – 1211
2025
Q3 		$2.42M Buy
86,581
+1,290
+2% +$35.6K 0.02% 814
2025
Q2 		$2.28M Buy
+85,291
New +$2.37M 0.03% 767

Other funds holding CTA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
IWAO
Independence Wealth Advisors (Ohio) Independence, Ohio $199M AUM
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
AFG
Altiora Financial Group Lebanon, Ohio $634M AUM 13.93% 1-Year Est. Return
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return

Empowered Funds's CTA Position: Q4 2025 in Review

Empowered Funds sold out of Simplify Managed Futures Strategy ETF (CTA) in Q4 2025, closing a stake of 86,581 shares — an estimated $2.42M sold.

Empowered Funds first reported a position in CTA in Q2 2025 and held it in 2 quarters. The position peaked at $2.42M in Q3 2025. 209 funds tracked by Wall St. Rank hold CTA as of Q4 2025.

  • Empowered Funds reported no remaining Simplify Managed Futures Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Empowered Funds sold 86,581 Simplify Managed Futures Strategy ETF shares in Q4 2025, an estimated $2.42M.
  • Empowered Funds first reported a position in Simplify Managed Futures Strategy ETF in Q2 2025 and held it in 2 quarters.
  • Empowered Funds's Simplify Managed Futures Strategy ETF position peaked at $2.42M in Q3 2025.
  • 209 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q4 2025.

Based on Empowered Funds's 13F filing for Q4 2025, filed 11 Feb 2026.