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Legacy Private Trust’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Legacy Private Trust’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 		$288K Hold
10,000
– – 0.02% 235
2026
Q2 		$259K Hold
10,000
– – 0.01% 246
2026
Q1 		$302K Buy
+10,000
New +$291K 0.02% 227

Other funds holding CTA

LFA
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $137M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

Legacy Private Trust's CTA Position: Q3 2026 in Review

Legacy Private Trust held its Simplify Managed Futures Strategy ETF (CTA) position steady in Q3 2026 at 10,000 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #235.

Legacy Private Trust first reported a position in CTA in Q1 2026 and has held it in 3 quarters since. The position peaked at $302K in Q1 2026. 16 funds tracked by Wall St. Rank hold CTA as of Q3 2026.

  • Legacy Private Trust held 10,000 shares of Simplify Managed Futures Strategy ETF worth $288K as of Q3 2026.
  • Legacy Private Trust left its Simplify Managed Futures Strategy ETF share count unchanged in Q3 2026.
  • Simplify Managed Futures Strategy ETF made up 0.02% of Legacy Private Trust's portfolio in Q3 2026, its #235 holding.
  • Legacy Private Trust first reported a position in Simplify Managed Futures Strategy ETF in Q1 2026 and has held it in 3 quarters since.
  • Legacy Private Trust's Simplify Managed Futures Strategy ETF position peaked at $302K in Q1 2026.
  • 16 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.