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 Q3	$7.01M	Buy	243,004 +6,167	+3%	+$171K	4.01%	11
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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

AFFA

ALM First Financial Advisors Dallas, Texas $633M AUM 15.27% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

ULWM

Upper Left Wealth Management Tampa, Florida $193M AUM 6.98% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

TWM

TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

VERPA

Virginia Estate & Retirement Planning Advisors Glen Allen, Virginia $79.1M AUM

Longview Financial Advisors's CTA Position: Q3 2026 in Review

Longview Financial Advisors increased its Simplify Managed Futures Strategy ETF (CTA) stake by 2.6% in Q3 2026, buying an estimated $171K and bringing the position to 243,004 shares worth $7.01M. The position accounts for 4.01% of the portfolio, ranked #11.

Longview Financial Advisors first reported a position in CTA in Q4 2023 and has held it in 12 quarters since. 36 funds tracked by Wall St. Rank hold CTA as of Q3 2026.

Longview Financial Advisors held 243,004 shares of Simplify Managed Futures Strategy ETF worth $7.01M as of Q3 2026.
Longview Financial Advisors bought 6,167 Simplify Managed Futures Strategy ETF shares in Q3 2026, an estimated $171K.
Simplify Managed Futures Strategy ETF made up 4.01% of Longview Financial Advisors's portfolio in Q3 2026, its #11 holding.
Longview Financial Advisors first reported a position in Simplify Managed Futures Strategy ETF in Q4 2023 and has held it in 12 quarters since.
36 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q3 2026.

Based on Longview Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.