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Independent Financial Group’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Independent Financial Group’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 		$1.01M Sell
34,951
-1,084
-3% -$30.1K 0.02% 682
2026
Q2 		$935K Buy
36,035
+12,264
+52% +$364K 0.02% 722
2026
Q1 		$718K Buy
23,771
+3,127
+15% +$90.9K 0.02% 758
2025
Q4 		$563K Buy
20,644
+8,241
+66% +$226K 0.01% 846
2025
Q3 		$347K Buy
12,403
+1,032
+9% +$28.5K 0.01% 1016
2025
Q2 		$304K Buy
11,371
+322
+3% +$8.95K 0.01% 1023
2025
Q1 		$327K Buy
11,049
+680
+7% +$19.8K 0.01% 892
2024
Q4 		$289K Sell
10,369
-555
-5% -$15.1K 0.01% 913
2024
Q3 		$284K Sell
10,924
-129
-1% -$3.38K 0.01% 902
2024
Q2 		$298K Sell
11,053
-471
-4% -$12.7K 0.01% 843
2024
Q1 		$288K Buy
11,524
+1,436
+14% +$35.3K 0.01% 804
2023
Q4 		$238K Buy
10,088
+595
+6% +$15.6K 0.01% 824
2023
Q3 		$262K Buy
+9,493
New +$247K 0.02% 718
2023
Q1 		– Sell
-11,212
Closed -$292K – 846
2022
Q4 		$292K Buy
+11,212
New +$317K 0.03% 563

Other funds holding CTA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
AFFA
ALM First Financial Advisors Dallas, Texas $633M AUM 15.27% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
ULWM
Upper Left Wealth Management Tampa, Florida $193M AUM 6.98% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Independent Financial Group's CTA Position: Q3 2026 in Review

Independent Financial Group reduced its Simplify Managed Futures Strategy ETF (CTA) stake by 3% in Q3 2026, selling an estimated $30.1K and leaving 34,951 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #682.

Independent Financial Group first reported a position in CTA in Q4 2022 and has held it in 14 quarters since. 37 funds tracked by Wall St. Rank hold CTA as of Q3 2026.

  • Independent Financial Group held 34,951 shares of Simplify Managed Futures Strategy ETF worth $1.01M as of Q3 2026.
  • Independent Financial Group sold 1,084 Simplify Managed Futures Strategy ETF shares in Q3 2026, an estimated $30.1K.
  • Simplify Managed Futures Strategy ETF made up 0.02% of Independent Financial Group's portfolio in Q3 2026, its #682 holding.
  • Independent Financial Group first reported a position in Simplify Managed Futures Strategy ETF in Q4 2022 and has held it in 14 quarters since.
  • 37 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.