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NDVR Inc’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

NDVR Inc’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
Q4 		$265K Buy
+9,712
New +$267K 0.22% 70

Other funds holding CTA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
IWAO
Independence Wealth Advisors (Ohio) Independence, Ohio $199M AUM
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
AFG
Altiora Financial Group Lebanon, Ohio $634M AUM 13.93% 1-Year Est. Return
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return

NDVR Inc's CTA Position: Q4 2025 in Review

NDVR Inc opened a new position in Simplify Managed Futures Strategy ETF (CTA) in Q4 2025: 9,712 shares worth $265K. The stake represents 0.22% of the portfolio and ranks #70 among its holdings.

209 funds tracked by Wall St. Rank hold CTA as of Q4 2025.

  • NDVR Inc held 9,712 shares of Simplify Managed Futures Strategy ETF worth $265K as of Q4 2025.
  • Simplify Managed Futures Strategy ETF was a new NDVR Inc position in Q4 2025.
  • Simplify Managed Futures Strategy ETF made up 0.22% of NDVR Inc's portfolio in Q4 2025, its #70 holding.
  • 209 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q4 2025.

Based on NDVR Inc's 13F filing for Q4 2025, filed 12 Feb 2026.