Mather Group’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Mather Group’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	$896K	Sell	31,073 -18,633	-37%	-$518K	0.01%	403
2026 Q2	$1.29M	Buy	49,706 +16,916	+52%	+$502K	0.01%	333
2026 Q1	$991K	Buy	+32,790	New	+$953K	0.01%	336
2024 Q4	–	Sell	-425	Closed	-$11K	–	1750
2024 Q3	$11K	Buy	+425	New	+$11.1K	﹤0.01%	1161

Other funds holding CTA

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Ferguson Shapiro Decatur, Georgia $344M AUM 7.89% 1-Year Est. Return

Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return

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

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

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

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

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

Mather Group's CTA Position: Q3 2026 in Review

Mather Group reduced its Simplify Managed Futures Strategy ETF (CTA) stake by 37% in Q3 2026, selling an estimated $518K and leaving 31,073 shares worth $896K. The position accounts for 0.01% of the portfolio, ranked #403.

Mather Group first reported a position in CTA in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.29M in Q2 2026. 50 funds tracked by Wall St. Rank hold CTA as of Q3 2026.

Mather Group held 31,073 shares of Simplify Managed Futures Strategy ETF worth $896K as of Q3 2026.
Mather Group sold 18,633 Simplify Managed Futures Strategy ETF shares in Q3 2026, an estimated $518K.
Simplify Managed Futures Strategy ETF made up 0.01% of Mather Group's portfolio in Q3 2026, its #403 holding.
Mather Group first reported a position in Simplify Managed Futures Strategy ETF in Q3 2024 and has held it in 4 quarters since.
Mather Group's Simplify Managed Futures Strategy ETF position peaked at $1.29M in Q2 2026.
50 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.