Fidelity Investments
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Fidelity Investments’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Fidelity Investments’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
Q4 		– Sell
-2
Closed -$55 – 5471
2023
Q3 		$55 Buy
+2
New +$52 ﹤0.01% 4914
2023
Q1 		– Sell
-1
Closed -$26 – 5321
2022
Q4 		$26 Buy
+1
New +$28 ﹤0.01% 5054

Other funds holding CTA

BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Fidelity Investments's CTA Position: Q4 2023 in Review

Fidelity Investments sold out of Simplify Managed Futures Strategy ETF (CTA) in Q4 2023, closing a stake of 2 shares — an estimated $55 sold.

Fidelity Investments first reported a position in CTA in Q4 2022 and held it in 2 quarters. The position peaked at $55 in Q3 2023. 46 funds tracked by Wall St. Rank hold CTA as of Q4 2023.

  • Fidelity Investments reported no remaining Simplify Managed Futures Strategy ETF position as of Q4 2023 after selling out during the quarter.
  • Fidelity Investments sold 2 Simplify Managed Futures Strategy ETF shares in Q4 2023, an estimated $55.
  • Fidelity Investments first reported a position in Simplify Managed Futures Strategy ETF in Q4 2022 and held it in 2 quarters.
  • Fidelity Investments's Simplify Managed Futures Strategy ETF position peaked at $55 in Q3 2023.
  • 46 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q4 2023.

Based on Fidelity Investments's 13F filing for Q4 2023, filed 13 Feb 2024.