MPW
CTAP

Magnolia Private Wealth’s Simplify US Equity PLUS Managed Futures Strategy ETF CTAP Stock Holding History

Magnolia Private Wealth’s Portfolio CTAP Stock Details CTAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$418K Buy
+15,603
New +$423K 0.28% 78

Other funds holding CTAP

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
TWM
Triton Wealth Management Sun City, Arizona $270M AUM 24.97% 1-Year Est. Return
ZBNA
Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Magnolia Private Wealth's CTAP Position: Q1 2026 in Review

Magnolia Private Wealth opened a new position in Simplify US Equity PLUS Managed Futures Strategy ETF (CTAP) in Q1 2026: 15,603 shares worth $418K. The stake represents 0.28% of the portfolio and ranks #78 among its holdings.

13 funds tracked by Wall St. Rank hold CTAP as of Q1 2026.

  • Magnolia Private Wealth held 15,603 shares of Simplify US Equity PLUS Managed Futures Strategy ETF worth $418K as of Q1 2026.
  • Simplify US Equity PLUS Managed Futures Strategy ETF was a new Magnolia Private Wealth position in Q1 2026.
  • Simplify US Equity PLUS Managed Futures Strategy ETF made up 0.28% of Magnolia Private Wealth's portfolio in Q1 2026, its #78 holding.
  • 13 funds tracked by Wall St. Rank held Simplify US Equity PLUS Managed Futures Strategy ETF as of Q1 2026.

Based on Magnolia Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.