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Kestra Investment Management’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Kestra Investment Management’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
2025
Q1 		– Sell
-1,491
Closed -$41.6K – 1001
2024
Q4 		$41.6K Buy
+1,491
New +$40.4K ﹤0.01% 571

Other funds holding CTA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Kestra Investment Management's CTA Position: Q1 2025 in Review

Kestra Investment Management sold out of Simplify Managed Futures Strategy ETF (CTA) in Q1 2025, closing a stake of 1,491 shares — an estimated $41.6K sold.

Kestra Investment Management first reported a position in CTA in Q4 2024 and held it in 1 quarter. The position peaked at $41.6K in Q4 2024. 165 funds tracked by Wall St. Rank hold CTA as of Q1 2025.

  • Kestra Investment Management reported no remaining Simplify Managed Futures Strategy ETF position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 1,491 Simplify Managed Futures Strategy ETF shares in Q1 2025, an estimated $41.6K.
  • Kestra Investment Management first reported a position in Simplify Managed Futures Strategy ETF in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's Simplify Managed Futures Strategy ETF position peaked at $41.6K in Q4 2024.
  • 165 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.