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

Independent Financial Group’s Portfolio CTA Stock Details CTA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$718K	Buy
2025 Q4	$563K	Buy
2025 Q3	$347K	Buy
2025 Q2	$304K	Buy