JFS Wealth Advisors
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JFS Wealth Advisors’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

JFS Wealth Advisors’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 		$3K Sell
104
-331
-76% -$9.2K ﹤0.01% 1448
2026
Q2 		$11.3K Buy
+435
New +$12.9K ﹤0.01% 966

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AE Wealth Management
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IAG Wealth Partners
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Independence Wealth Advisors (Ohio)
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UBS Group
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LPL Financial
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AssetMark Inc
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HighTower Advisors
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JFS Wealth Advisors's CTA Position: Q3 2026 in Review

JFS Wealth Advisors reduced its Simplify Managed Futures Strategy ETF (CTA) stake by 76% in Q3 2026, selling an estimated $9.2K and leaving 104 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1448.

JFS Wealth Advisors first reported a position in CTA in Q2 2026 and has held it in 2 quarters since. The position peaked at $11.3K in Q2 2026. 210 funds tracked by Wall St. Rank hold CTA as of Q3 2026.

  • JFS Wealth Advisors held 104 shares of Simplify Managed Futures Strategy ETF worth $3K as of Q3 2026.
  • JFS Wealth Advisors sold 331 Simplify Managed Futures Strategy ETF shares in Q3 2026, an estimated $9.2K.
  • Simplify Managed Futures Strategy ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1448 holding.
  • JFS Wealth Advisors first reported a position in Simplify Managed Futures Strategy ETF in Q2 2026 and has held it in 2 quarters since.
  • JFS Wealth Advisors's Simplify Managed Futures Strategy ETF position peaked at $11.3K in Q2 2026.
  • 210 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.