Longview Financial Advisors’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 | $5.03M | Sell |
187,965
-10,463
| -5% | -$280K | 4.27% | 7 |
|
|
2025
Q1 | $5.87M | Buy |
198,428
+18,600
| +10% | +$551K | 5.04% | 7 |
|
|
2024
Q4 | $5.02M | Buy |
179,828
+10,729
| +6% | +$299K | 3.95% | 11 |
|
|
2024
Q3 | $4.4M | Buy |
169,099
+4,198
| +3% | +$109K | 3.22% | 12 |
|
|
2024
Q2 | $4.44M | Buy |
164,901
+929
| +0.6% | +$25K | 3.38% | 12 |
|
|
2024
Q1 | $4.09M | Buy |
163,972
+7,651
| +5% | +$191K | 3.07% | 12 |
|
|
2023
Q4 | $3.69M | Buy |
+156,321
| New | +$3.69M | 2.96% | 12 |
|