OmniStar Financial Group
CTA icon

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

OmniStar Financial 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 		$13M Buy
449,249
+25,173
+6% +$700K 5.63% 2
2026
Q2 		$11M Buy
424,076
+29,649
+8% +$880K 5.07% 2
2026
Q1 		$11.9M Buy
394,427
+17,398
+5% +$506K 6.18% 2
2025
Q4 		$10.3M Buy
377,029
+72,777
+24% +$2M 6.02% 2
2025
Q3 		$8.51M Buy
+304,252
New +$8.4M 5.15% 2

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Citigroup
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Boothe Investment Group
Boothe Investment Group Dover, Delaware $351M AUM 22.36% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return
IAG Wealth Partners
IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return
Independence Wealth Advisors (Ohio)
Independence Wealth Advisors (Ohio) Independence, Ohio $211M AUM 16.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

OmniStar Financial Group's CTA Position: Q3 2026 in Review

OmniStar Financial Group increased its Simplify Managed Futures Strategy ETF (CTA) stake by 5.9% in Q3 2026, buying an estimated $700K and bringing the position to 449,249 shares worth $13M. The position accounts for 5.63% of the portfolio, ranked #2.

OmniStar Financial Group first reported a position in CTA in Q3 2025 and has held it in 5 quarters since. 173 funds tracked by Wall St. Rank hold CTA as of Q3 2026.

  • OmniStar Financial Group held 449,249 shares of Simplify Managed Futures Strategy ETF worth $13M as of Q3 2026.
  • OmniStar Financial Group bought 25,173 Simplify Managed Futures Strategy ETF shares in Q3 2026, an estimated $700K.
  • Simplify Managed Futures Strategy ETF made up 5.63% of OmniStar Financial Group's portfolio in Q3 2026, its #2 holding.
  • OmniStar Financial Group first reported a position in Simplify Managed Futures Strategy ETF in Q3 2025 and has held it in 5 quarters since.
  • 173 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q3 2026.

Based on OmniStar Financial Group's 13F filing for Q3 2026, filed 26 Oct 2026.