Gratus Capital
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Gratus Capital’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Gratus Capital’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
Q1 		– Sell
-566,493
Closed -$14.7M – 232
2022
Q4 		$14.7M Buy
+566,493
New +$16M 1.21% 27

Other funds holding CTA

Peak Financial Advisors
Peak Financial Advisors Denver, Colorado $232M AUM 12.16% 1-Year Est. Return
Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Dakota Wealth Management
Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return
Clear Creek Financial Management
Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Financial Enhancement Group
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
OP
ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return
Proficio Capital Partners
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Gratus Capital's CTA Position: Q1 2023 in Review

Gratus Capital sold out of Simplify Managed Futures Strategy ETF (CTA) in Q1 2023, closing a stake of 566,493 shares — an estimated $14.7M sold.

Gratus Capital first reported a position in CTA in Q4 2022 and held it in 1 quarter. The position peaked at $14.7M in Q4 2022. 38 funds tracked by Wall St. Rank hold CTA as of Q1 2023.

  • Gratus Capital reported no remaining Simplify Managed Futures Strategy ETF position as of Q1 2023 after selling out during the quarter.
  • Gratus Capital sold 566,493 Simplify Managed Futures Strategy ETF shares in Q1 2023, an estimated $14.7M.
  • Gratus Capital first reported a position in Simplify Managed Futures Strategy ETF in Q4 2022 and held it in 1 quarter.
  • Gratus Capital's Simplify Managed Futures Strategy ETF position peaked at $14.7M in Q4 2022.
  • 38 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q1 2023.

Based on Gratus Capital's 13F filing for Q1 2023, filed 20 Apr 2023.