BFC Planning, Inc.’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

BFC Planning, Inc.’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	$63.6K	Sell	2,204 -1,139	-34%	-$31.7K	﹤0.01%	1439
2026 Q2	$86.7K	Buy	3,343 +732	+28%	+$21.7K	﹤0.01%	1296
2026 Q1	$78.9K	Buy	2,611 +2,262	+648%	+$65.8K	﹤0.01%	1182
2025 Q4	$9.5K	Sell	349 -1,934	-85%	-$53.1K	﹤0.01%	2099
2025 Q3	$63.9K	Buy	2,283 +298	+15%	+$8.23K	﹤0.01%	1093
2025 Q2	$53.1K	Sell	1,985 -65	-3%	-$1.81K	﹤0.01%	1103
2025 Q1	$60.7K	Sell	2,050 -1,597	-44%	-$46.4K	0.01%	1033
2024 Q4	$102K	Sell	3,647 -736	-17%	-$20K	0.01%	867
2024 Q3	$114K	Buy	+4,383	New	+$115K	0.01%	825

Other funds holding CTA

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Boothe Investment Group Dover, Delaware $351M AUM 22.36% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return

Independence Wealth Advisors (Ohio) Independence, Ohio $211M AUM 16.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

BFC Planning, Inc.'s CTA Position: Q3 2026 in Review

BFC Planning, Inc. reduced its Simplify Managed Futures Strategy ETF (CTA) stake by 34% in Q3 2026, selling an estimated $31.7K and leaving 2,204 shares worth $63.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1439.

BFC Planning, Inc. first reported a position in CTA in Q3 2024 and has held it in 9 quarters since. The position peaked at $114K in Q3 2024. 210 funds tracked by Wall St. Rank hold CTA as of Q3 2026.

BFC Planning, Inc. held 2,204 shares of Simplify Managed Futures Strategy ETF worth $63.6K as of Q3 2026.
BFC Planning, Inc. sold 1,139 Simplify Managed Futures Strategy ETF shares in Q3 2026, an estimated $31.7K.
Simplify Managed Futures Strategy ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #1439 holding.
BFC Planning, Inc. first reported a position in Simplify Managed Futures Strategy ETF in Q3 2024 and has held it in 9 quarters since.
BFC Planning, Inc.'s Simplify Managed Futures Strategy ETF position peaked at $114K in Q3 2024.
210 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.