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

Hobbs Group 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
2024
Q4 		– Sell
-4,611
Closed -$120K – 251
2024
Q3 		$120K Sell
4,611
-169
-4% -$4.43K 0.04% 179
2024
Q2 		$129K Buy
+4,780
New +$129K 0.05% 169
2023
Q4 		$10.6K Buy
+448
New +$11.7K ﹤0.01% 346

Other funds holding CTA

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

Hobbs Group Advisors's CTA Position: Q4 2024 in Review

Hobbs Group Advisors sold out of Simplify Managed Futures Strategy ETF (CTA) in Q4 2024, closing a stake of 4,611 shares — an estimated $120K sold.

Hobbs Group Advisors first reported a position in CTA in Q4 2023 and held it in 3 quarters. The position peaked at $129K in Q2 2024. 111 funds tracked by Wall St. Rank hold CTA as of Q4 2024.

  • Hobbs Group Advisors reported no remaining Simplify Managed Futures Strategy ETF position as of Q4 2024 after selling out during the quarter.
  • Hobbs Group Advisors sold 4,611 Simplify Managed Futures Strategy ETF shares in Q4 2024, an estimated $120K.
  • Hobbs Group Advisors first reported a position in Simplify Managed Futures Strategy ETF in Q4 2023 and held it in 3 quarters.
  • Hobbs Group Advisors's Simplify Managed Futures Strategy ETF position peaked at $129K in Q2 2024.
  • 111 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q4 2024.

Based on Hobbs Group Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.