Farther Finance Advisors’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Farther Finance 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	$2.64M	Buy	91,565 +35,267	+63%	+$981K	0.02%	652
2026 Q2	$1.46M	Sell	56,298 -12,193	-18%	-$362K	0.01%	886
2026 Q1	$2.02M	Buy	68,491 +11,034	+19%	+$321K	0.02%	646
2025 Q4	$1.57M	Buy	57,457 +19,916	+53%	+$547K	0.02%	685
2025 Q3	$1.05M	Buy	37,541 +4,172	+13%	+$115K	0.02%	701
2025 Q2	$892K	Sell	33,369 -4,869	-13%	-$135K	0.02%	638
2025 Q1	$1.14M	Buy	38,238 +33,225	+663%	+$965K	0.03%	458
2024 Q4	$140K	Buy	5,013 +2,113	+73%	+$57.3K	0.01%	1164
2024 Q3	$75.4K	Buy	+2,900	New	+$76K	﹤0.01%	1439

Other funds holding CTA

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

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

Farther Finance Advisors's CTA Position: Q3 2026 in Review

Farther Finance Advisors increased its Simplify Managed Futures Strategy ETF (CTA) stake by 63% in Q3 2026, buying an estimated $981K and bringing the position to 91,565 shares worth $2.64M. The position accounts for 0.02% of the portfolio, ranked #652.

Farther Finance Advisors first reported a position in CTA in Q3 2024 and has held it in 9 quarters since. 36 funds tracked by Wall St. Rank hold CTA as of Q3 2026.

Farther Finance Advisors held 91,565 shares of Simplify Managed Futures Strategy ETF worth $2.64M as of Q3 2026.
Farther Finance Advisors bought 35,267 Simplify Managed Futures Strategy ETF shares in Q3 2026, an estimated $981K.
Simplify Managed Futures Strategy ETF made up 0.02% of Farther Finance Advisors's portfolio in Q3 2026, its #652 holding.
Farther Finance Advisors first reported a position in Simplify Managed Futures Strategy ETF in Q3 2024 and has held it in 9 quarters since.
36 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.