FIS
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Fischer Investment Strategies’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Fischer Investment Strategies’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
2025
Q3 		– Sell
-39,462
Closed -$1.06M – 34
2025
Q2 		$1.06M Sell
39,462
-145,304
-79% -$4.04M 0.71% 27
2025
Q1 		$5.47M Buy
+184,766
New +$5.37M 4.03% 8

Other funds holding CTA

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return

Fischer Investment Strategies's CTA Position: Q3 2025 in Review

Fischer Investment Strategies sold out of Simplify Managed Futures Strategy ETF (CTA) in Q3 2025, closing a stake of 39,462 shares — an estimated $1.06M sold.

Fischer Investment Strategies first reported a position in CTA in Q1 2025 and held it in 2 quarters. The position peaked at $5.47M in Q1 2025. 195 funds tracked by Wall St. Rank hold CTA as of Q3 2025.

  • Fischer Investment Strategies reported no remaining Simplify Managed Futures Strategy ETF position as of Q3 2025 after selling out during the quarter.
  • Fischer Investment Strategies sold 39,462 Simplify Managed Futures Strategy ETF shares in Q3 2025, an estimated $1.06M.
  • Fischer Investment Strategies first reported a position in Simplify Managed Futures Strategy ETF in Q1 2025 and held it in 2 quarters.
  • Fischer Investment Strategies's Simplify Managed Futures Strategy ETF position peaked at $5.47M in Q1 2025.
  • 195 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q3 2025.

Based on Fischer Investment Strategies's 13F filing for Q3 2025, filed 28 Oct 2025.