Mather Group’s Simplify US Equity PLUS Managed Futures Strategy ETF CTAP Stock Holding History

Mather Group’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 Q3	$17M	Sell	578,530 -4,556	-0.8%	-$130K	0.14%	71
2026 Q2	$15.4M	Buy	583,086 +275,336	+89%	+$8.11M	0.13%	78
2026 Q1	$8.24M	Buy	+307,750	New	+$8.34M	0.08%	93

Other funds holding CTAP

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return

Mather Group's CTAP Position: Q3 2026 in Review

Mather Group reduced its Simplify US Equity PLUS Managed Futures Strategy ETF (CTAP) stake by 0.78% in Q3 2026, selling an estimated $130K and leaving 578,530 shares worth $17M. The position accounts for 0.14% of the portfolio, ranked #71.

Mather Group first reported a position in CTAP in Q1 2026 and has held it in 3 quarters since. 4 funds tracked by Wall St. Rank hold CTAP as of Q3 2026.

Mather Group held 578,530 shares of Simplify US Equity PLUS Managed Futures Strategy ETF worth $17M as of Q3 2026.
Mather Group sold 4,556 Simplify US Equity PLUS Managed Futures Strategy ETF shares in Q3 2026, an estimated $130K.
Simplify US Equity PLUS Managed Futures Strategy ETF made up 0.14% of Mather Group's portfolio in Q3 2026, its #71 holding.
Mather Group first reported a position in Simplify US Equity PLUS Managed Futures Strategy ETF in Q1 2026 and has held it in 3 quarters since.
4 funds tracked by Wall St. Rank held Simplify US Equity PLUS Managed Futures Strategy ETF as of Q3 2026.

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