FEG
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Financial Enhancement Group’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Financial Enhancement Group’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
Q2 		$759K Buy
29,274
+1,626
+6% +$48.2K 0.09% 92
2026
Q1 		$785K Buy
+27,648
New +$804K 0.1% 95
2025
Q3 		– Sell
-117,554
Closed -$3.28M – 134
2025
Q2 		$3.28M Buy
117,554
+3,257
+3% +$90.5K 0.47% 53
2025
Q1 		$3.22M Buy
114,297
+1,799
+2% +$52.3K 0.5% 52
2024
Q4 		$3.23M Buy
112,498
+22,842
+25% +$620K 0.49% 49
2024
Q3 		$2.24M Sell
89,656
-10,123
-10% -$265K 0.44% 55
2024
Q2 		$2.58M Buy
99,779
+1,772
+2% +$47.8K 0.42% 57
2024
Q1 		$2.6M Buy
98,007
+5,314
+6% +$131K 0.43% 57
2023
Q4 		$2.25M Buy
92,693
+6,052
+7% +$158K 0.4% 53
2023
Q3 		$2.31M Sell
86,641
-73
-0.1% -$1.9K 0.44% 53
2023
Q2 		$2.22M Sell
86,714
-2,942
-3% -$73.3K 0.41% 57
2023
Q1 		$2.24M Buy
+89,656
New +$2.28M 0.44% 55

Other funds holding CTA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $338M AUM 13.09% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
ULWM
Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $121M AUM