Longview Financial Advisors’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Longview Financial Advisors’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 Q2	$6.14M	Buy	236,837 +30,454	+15%	+$904K	3.59%	11
2026 Q1	$6.24M	Buy	206,383 +15,593	+8%	+$453K	3.81%	11
2025 Q4	$5.2M	Buy	190,790 +1,696	+0.9%	+$46.6K	3.53%	11
2025 Q3	$5.29M	Buy	189,094 +1,129	+0.6%	+$31.2K	3.77%	11
2025 Q2	$5.03M	Sell	187,965 -10,463	-5%	-$291K	4.27%	7
2025 Q1	$5.87M	Buy	198,428 +18,600	+10%	+$540K	5.04%	7
2024 Q4	$5.02M	Buy	179,828 +10,729	+6%	+$291K	3.95%	11
2024 Q3	$4.4M	Buy	169,099 +4,198	+3%	+$110K	3.22%	12
2024 Q2	$4.44M	Buy	164,901 +929	+0.6%	+$25.1K	3.38%	12
2024 Q1	$4.09M	Buy	163,972 +7,651	+5%	+$188K	3.07%	12
2023 Q4	$3.69M	Buy	+156,321	New	+$4.09M	2.96%	12

Other funds holding CTA

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

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

Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $338M AUM 13.09% 1-Year Est. Return

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

Roan Capital Partners Johnson City, Tennessee $121M AUM

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return