Insight Wealth Strategies’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Insight Wealth Strategies’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	$569K	Buy	19,732 +304	+2%	+$8.45K	0.06%	125
2026 Q2	$501K	Sell	19,428 -257	-1%	-$7.63K	0.05%	127
2026 Q1	$595K	Sell	19,685 -18,611	-49%	-$541K	0.07%	122
2025 Q4	$1.04M	Buy	38,296 +7,693	+25%	+$211K	0.12%	104
2025 Q3	$856K	Buy	30,603 +17,504	+134%	+$483K	0.1%	107
2025 Q2	$351K	Buy	+13,099	New	+$364K	0.04%	136

Other funds holding CTA

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

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

Insight Wealth Strategies's CTA Position: Q3 2026 in Review

Insight Wealth Strategies increased its Simplify Managed Futures Strategy ETF (CTA) stake by 1.6% in Q3 2026, buying an estimated $8.45K and bringing the position to 19,732 shares worth $569K. The position accounts for 0.06% of the portfolio, ranked #125.

Insight Wealth Strategies first reported a position in CTA in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.04M in Q4 2025. 36 funds tracked by Wall St. Rank hold CTA as of Q3 2026.

Insight Wealth Strategies held 19,732 shares of Simplify Managed Futures Strategy ETF worth $569K as of Q3 2026.
Insight Wealth Strategies bought 304 Simplify Managed Futures Strategy ETF shares in Q3 2026, an estimated $8.45K.
Simplify Managed Futures Strategy ETF made up 0.06% of Insight Wealth Strategies's portfolio in Q3 2026, its #125 holding.
Insight Wealth Strategies first reported a position in Simplify Managed Futures Strategy ETF in Q2 2025 and has held it in 6 quarters since.
Insight Wealth Strategies's Simplify Managed Futures Strategy ETF position peaked at $1.04M in Q4 2025.
36 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.