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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-9,926
Closed -$294K 372
2025
Q1
$294K Sell
9,926
-8,717
-47% -$258K 0.07% 282
2024
Q4
$520K Sell
18,643
-585
-3% -$16.3K 0.13% 170
2024
Q3
$500K Buy
+19,228
New +$500K 0.1% 198