Legacy Capital Wealth Partners’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Legacy Capital Wealth Partners’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 Q4	–	Sell	-7,180	Closed	-$201K	–	382
2025 Q3	$201K	Buy	+7,180	New	+$198K	0.04%	369
2025 Q2	–	Sell	-9,926	Closed	-$294K	–	372
2025 Q1	$294K	Sell	9,926 -8,717	-47%	-$253K	0.07%	282
2024 Q4	$520K	Sell	18,643 -585	-3%	-$15.9K	0.13%	170
2024 Q3	$500K	Buy	+19,228	New	+$504K	0.1%	198

Other funds holding CTA

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BIG

Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

IWAO

Independence Wealth Advisors (Ohio) Independence, Ohio $199M AUM

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

AFG

Altiora Financial Group Lebanon, Ohio $634M AUM 13.93% 1-Year Est. Return

PFA

Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return

Legacy Capital Wealth Partners's CTA Position: Q4 2025 in Review

Legacy Capital Wealth Partners sold out of Simplify Managed Futures Strategy ETF (CTA) in Q4 2025, closing a stake of 7,180 shares — an estimated $201K sold.

Legacy Capital Wealth Partners first reported a position in CTA in Q3 2024 and held it in 4 quarters. The position peaked at $520K in Q4 2024. 209 funds tracked by Wall St. Rank hold CTA as of Q4 2025.

Legacy Capital Wealth Partners reported no remaining Simplify Managed Futures Strategy ETF position as of Q4 2025 after selling out during the quarter.
Legacy Capital Wealth Partners sold 7,180 Simplify Managed Futures Strategy ETF shares in Q4 2025, an estimated $201K.
Legacy Capital Wealth Partners first reported a position in Simplify Managed Futures Strategy ETF in Q3 2024 and held it in 4 quarters.
Legacy Capital Wealth Partners's Simplify Managed Futures Strategy ETF position peaked at $520K in Q4 2024.
209 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q4 2025.

Based on Legacy Capital Wealth Partners's 13F filing for Q4 2025, filed 16 Jan 2026.