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EverSource Wealth Advisors’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

EverSource Wealth 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
2023
Q1 		– Sell
-459
Closed -$11.9K – 2413
2022
Q4 		$11.9K Buy
+459
New +$13K ﹤0.01% 1262

Other funds holding CTA

PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
OP
ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

EverSource Wealth Advisors's CTA Position: Q1 2023 in Review

EverSource Wealth Advisors sold out of Simplify Managed Futures Strategy ETF (CTA) in Q1 2023, closing a stake of 459 shares — an estimated $11.9K sold.

EverSource Wealth Advisors first reported a position in CTA in Q4 2022 and held it in 1 quarter. The position peaked at $11.9K in Q4 2022. 38 funds tracked by Wall St. Rank hold CTA as of Q1 2023.

  • EverSource Wealth Advisors reported no remaining Simplify Managed Futures Strategy ETF position as of Q1 2023 after selling out during the quarter.
  • EverSource Wealth Advisors sold 459 Simplify Managed Futures Strategy ETF shares in Q1 2023, an estimated $11.9K.
  • EverSource Wealth Advisors first reported a position in Simplify Managed Futures Strategy ETF in Q4 2022 and held it in 1 quarter.
  • EverSource Wealth Advisors's Simplify Managed Futures Strategy ETF position peaked at $11.9K in Q4 2022.
  • 38 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q1 2023.

Based on EverSource Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.