Encompass More Asset Management’s Simplify DBi CTA Managed Futures Index ETF SDMF Stock Holding History

Encompass More Asset Management’s Portfolio SDMF Stock Details SDMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.81M	Buy	109,805 +36,884	+51%	+$942K	0.41%	52
2026 Q1	$1.84M	Buy	+72,921	New	+$1.84M	0.31%	59

Other funds holding SDMF

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DRS

Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Encompass More Asset Management's SDMF Position: Q2 2026 in Review

Encompass More Asset Management increased its Simplify DBi CTA Managed Futures Index ETF (SDMF) stake by 51% in Q2 2026, buying an estimated $942K and bringing the position to 109,805 shares worth $2.81M. The position accounts for 0.41% of the portfolio, ranked #52.

Encompass More Asset Management first reported a position in SDMF in Q1 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold SDMF as of Q2 2026.

Encompass More Asset Management held 109,805 shares of Simplify DBi CTA Managed Futures Index ETF worth $2.81M as of Q2 2026.
Encompass More Asset Management bought 36,884 Simplify DBi CTA Managed Futures Index ETF shares in Q2 2026, an estimated $942K.
Simplify DBi CTA Managed Futures Index ETF made up 0.41% of Encompass More Asset Management's portfolio in Q2 2026, its #52 holding.
Encompass More Asset Management first reported a position in Simplify DBi CTA Managed Futures Index ETF in Q1 2026 and has held it in 2 quarters since.
7 funds tracked by Wall St. Rank held Simplify DBi CTA Managed Futures Index ETF as of Q2 2026.

Based on Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.