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Mid-American Wealth Advisory Group’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Mid-American Wealth Advisory 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
2025
Q3 		– Sell
-55
Closed -$1.47K – 104
2025
Q2 		$1.47K Sell
55
-20,651
-100% -$574K ﹤0.01% 279
2025
Q1 		$613K Buy
20,706
+3,370
+19% +$97.9K 0.33% 30
2024
Q4 		$484K Buy
+17,336
New +$470K 0.28% 32

Other funds holding CTA

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return

Mid-American Wealth Advisory Group's CTA Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of Simplify Managed Futures Strategy ETF (CTA) in Q3 2025, closing a stake of 55 shares — an estimated $1.47K sold.

Mid-American Wealth Advisory Group first reported a position in CTA in Q4 2024 and held it in 3 quarters. The position peaked at $613K in Q1 2025. 195 funds tracked by Wall St. Rank hold CTA as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining Simplify Managed Futures Strategy ETF position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 55 Simplify Managed Futures Strategy ETF shares in Q3 2025, an estimated $1.47K.
  • Mid-American Wealth Advisory Group first reported a position in Simplify Managed Futures Strategy ETF in Q4 2024 and held it in 3 quarters.
  • Mid-American Wealth Advisory Group's Simplify Managed Futures Strategy ETF position peaked at $613K in Q1 2025.
  • 195 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.