LPL Financial
CTA icon

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

LPL Financial’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
Q1 		$31.8M Sell
1,053,741
-18,602
-2% -$541K 0.01% 1156
2025
Q4 		$29.2M Buy
1,072,343
+239,712
+29% +$6.58M 0.01% 1162
2025
Q3 		$23.3M Sell
832,631
-20,936
-2% -$578K 0.01% 1266
2025
Q2 		$22.8M Buy
853,567
+109,654
+15% +$3.05M 0.01% 1176
2025
Q1 		$22M Buy
743,913
+323,572
+77% +$9.4M 0.01% 1095
2024
Q4 		$11.7M Buy
420,341
+93,967
+29% +$2.55M ﹤0.01% 1418
2024
Q3 		$8.49M Buy
326,374
+39,417
+14% +$1.03M ﹤0.01% 1595
2024
Q2 		$7.72M Sell
286,957
-46,270
-14% -$1.25M ﹤0.01% 1530
2024
Q1 		$8.31M Buy
333,227
+221,025
+197% +$5.44M ﹤0.01% 1447
2023
Q4 		$2.65M Buy
112,202
+79,489
+243% +$2.08M ﹤0.01% 2170
2023
Q3 		$901K Buy
32,713
+1,660
+5% +$43.2K ﹤0.01% 2982
2023
Q2 		$792K Buy
31,053
+316
+1% +$7.87K ﹤0.01% 3045
2023
Q1 		$720K Buy
+30,737
New +$781K ﹤0.01% 3027

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