IWM
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IHT Wealth Management’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

IHT Wealth Management’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
Q4 		– Sell
-23,661
Closed -$662K – 1200
2025
Q3 		$662K Sell
23,661
-59
-0.2% -$1.63K 0.02% 650
2025
Q2 		$634K Buy
23,720
+4,548
+24% +$126K 0.02% 632
2025
Q1 		$567K Sell
19,172
-91
-0.5% -$2.64K 0.02% 630
2024
Q4 		$537K Buy
+19,263
New +$523K 0.02% 659

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