Kestra Advisory Services’s Simplify US Equity PLUS Managed Futures Strategy ETF CTAP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$4.54M Buy
154,803
+90,334
+140% +$2.58M 0.01% 959
2026
Q2
$1.7M Buy
+64,469
New +$1.9M 0.01% 1452

Other funds holding CTAP

Kestra Advisory Services's CTAP Position: Q3 2026 in Review

Kestra Advisory Services increased its Simplify US Equity PLUS Managed Futures Strategy ETF (CTAP) stake by 140% in Q3 2026, buying an estimated $2.58M and bringing the position to 154,803 shares worth $4.54M. The position accounts for 0.01% of the portfolio, ranked #959.

Kestra Advisory Services first reported a position in CTAP in Q2 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold CTAP as of Q3 2026.

  • Kestra Advisory Services held 154,803 shares of Simplify US Equity PLUS Managed Futures Strategy ETF worth $4.54M as of Q3 2026.
  • Kestra Advisory Services bought 90,334 Simplify US Equity PLUS Managed Futures Strategy ETF shares in Q3 2026, an estimated $2.58M.
  • Simplify US Equity PLUS Managed Futures Strategy ETF made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #959 holding.
  • Kestra Advisory Services first reported a position in Simplify US Equity PLUS Managed Futures Strategy ETF in Q2 2026 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held Simplify US Equity PLUS Managed Futures Strategy ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.