HF
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HRT Financial’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

HRT Financial’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
-9,133
Closed -$244K – 2982
2025
Q2 		$244K Buy
+9,133
New +$254K ﹤0.01% 1972

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 $67.3B AUM 21.9% 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 $1.55T AUM 33.47% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

HRT Financial's CTA Position: Q3 2025 in Review

HRT Financial sold out of Simplify Managed Futures Strategy ETF (CTA) in Q3 2025, closing a stake of 9,133 shares — an estimated $244K sold.

HRT Financial first reported a position in CTA in Q2 2025 and held it in 1 quarter. The position peaked at $244K in Q2 2025. 195 funds tracked by Wall St. Rank hold CTA as of Q3 2025.

  • HRT Financial reported no remaining Simplify Managed Futures Strategy ETF position as of Q3 2025 after selling out during the quarter.
  • HRT Financial sold 9,133 Simplify Managed Futures Strategy ETF shares in Q3 2025, an estimated $244K.
  • HRT Financial first reported a position in Simplify Managed Futures Strategy ETF in Q2 2025 and held it in 1 quarter.
  • HRT Financial's Simplify Managed Futures Strategy ETF position peaked at $244K in Q2 2025.
  • 195 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q3 2025.

Based on HRT Financial's 13F filing for Q3 2025, filed 14 Nov 2025.