Morton Brown Family Wealth’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Morton Brown Family Wealth’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 Q2	–	Sell	-548	Closed	-$16.2K	–	321
2025 Q1	$16.2K	Buy	+548	New	+$15.9K	0.01%	161

Other funds holding CTA

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

BIG

Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PFA

Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return

Morton Brown Family Wealth's CTA Position: Q2 2025 in Review

Morton Brown Family Wealth sold out of Simplify Managed Futures Strategy ETF (CTA) in Q2 2025, closing a stake of 548 shares — an estimated $16.2K sold.

Morton Brown Family Wealth first reported a position in CTA in Q1 2025 and held it in 1 quarter. The position peaked at $16.2K in Q1 2025. 191 funds tracked by Wall St. Rank hold CTA as of Q2 2025.

Morton Brown Family Wealth reported no remaining Simplify Managed Futures Strategy ETF position as of Q2 2025 after selling out during the quarter.
Morton Brown Family Wealth sold 548 Simplify Managed Futures Strategy ETF shares in Q2 2025, an estimated $16.2K.
Morton Brown Family Wealth first reported a position in Simplify Managed Futures Strategy ETF in Q1 2025 and held it in 1 quarter.
Morton Brown Family Wealth's Simplify Managed Futures Strategy ETF position peaked at $16.2K in Q1 2025.
191 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2025.

Based on Morton Brown Family Wealth's 13F filing for Q2 2025, filed 24 Jul 2025.