Ignite Planners’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Ignite Planners’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	$752K	Buy	26,061 +4,803	+23%	+$134K	0.1%	213
2026 Q2	$549K	Sell	21,258 -2,685	-11%	-$79.7K	0.08%	252
2026 Q1	$724K	Sell	23,943 -2,532	-10%	-$73.6K	0.11%	186
2025 Q4	$743K	Sell	26,475 -112,803	-81%	-$3.1M	0.11%	178
2025 Q3	$3.9M	Sell	139,278 -3,081	-2%	-$85.1K	0.64%	37
2025 Q2	$3.95M	Buy	142,359 +23,088	+19%	+$641K	0.69%	37
2025 Q1	$3.31M	Buy	+119,271	New	+$3.47M	0.65%	38

Other funds holding CTA

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

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $344M AUM 7.89% 1-Year Est. Return

Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

ALM First Financial Advisors Dallas, Texas $633M AUM 15.27% 1-Year Est. Return

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

Upper Left Wealth Management Tampa, Florida $193M AUM 6.98% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return

Ignite Planners's CTA Position: Q3 2026 in Review

Ignite Planners increased its Simplify Managed Futures Strategy ETF (CTA) stake by 23% in Q3 2026, buying an estimated $134K and bringing the position to 26,061 shares worth $752K. The position accounts for 0.1% of the portfolio, ranked #213.

Ignite Planners first reported a position in CTA in Q1 2025 and has held it in 7 quarters since. The position peaked at $3.95M in Q2 2025. 53 funds tracked by Wall St. Rank hold CTA as of Q3 2026.

Ignite Planners held 26,061 shares of Simplify Managed Futures Strategy ETF worth $752K as of Q3 2026.
Ignite Planners bought 4,803 Simplify Managed Futures Strategy ETF shares in Q3 2026, an estimated $134K.
Simplify Managed Futures Strategy ETF made up 0.1% of Ignite Planners's portfolio in Q3 2026, its #213 holding.
Ignite Planners first reported a position in Simplify Managed Futures Strategy ETF in Q1 2025 and has held it in 7 quarters since.
Ignite Planners's Simplify Managed Futures Strategy ETF position peaked at $3.95M in Q2 2025.
53 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q3 2026.

Based on Ignite Planners's 13F filing for Q3 2026, filed 14 Oct 2026.