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Guerra Advisors’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Guerra Advisors’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 		$329K Sell
11,776
-5,983
-34% -$165K 0.12% 76
2025
Q2 		$475K Buy
+17,759
New +$493K 0.22% 63

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 $21.8B AUM 28.57% 1-Year Est. Return
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return

Guerra Advisors's CTA Position: Q3 2025 in Review

Guerra Advisors reduced its Simplify Managed Futures Strategy ETF (CTA) stake by 34% in Q3 2025, selling an estimated $165K and leaving 11,776 shares worth $329K. The position accounts for 0.12% of the portfolio, ranked #76.

Guerra Advisors first reported a position in CTA in Q2 2025 and has held it in 2 quarters since. The position peaked at $475K in Q2 2025. 195 funds tracked by Wall St. Rank hold CTA as of Q3 2025.

  • Guerra Advisors held 11,776 shares of Simplify Managed Futures Strategy ETF worth $329K as of Q3 2025.
  • Guerra Advisors sold 5,983 Simplify Managed Futures Strategy ETF shares in Q3 2025, an estimated $165K.
  • Simplify Managed Futures Strategy ETF made up 0.12% of Guerra Advisors's portfolio in Q3 2025, its #76 holding.
  • Guerra Advisors first reported a position in Simplify Managed Futures Strategy ETF in Q2 2025 and has held it in 2 quarters since.
  • Guerra Advisors's Simplify Managed Futures Strategy ETF position peaked at $475K in Q2 2025.
  • 195 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.