Optivise Advisory Services’s Simplify Managed Futures Strategy ETF CTA Stock Holding History
Bought
Maintained
Sold
Other funds holding CTA
Optivise Advisory Services's CTA Position: Q3 2026 in Review
Optivise Advisory Services increased its Simplify Managed Futures Strategy ETF (CTA) stake by 7.5% in Q3 2026, buying an estimated $42.1K and bringing the position to 21,713 shares worth $626K. The position accounts for 0.31% of the portfolio, ranked #89.
Optivise Advisory Services first reported a position in CTA in Q2 2024 and has held it in 10 quarters since. The position peaked at $2.51M in Q3 2025. 70 funds tracked by Wall St. Rank hold CTA as of Q3 2026.
- Optivise Advisory Services held 21,713 shares of Simplify Managed Futures Strategy ETF worth $626K as of Q3 2026.
- Optivise Advisory Services bought 1,513 Simplify Managed Futures Strategy ETF shares in Q3 2026, an estimated $42.1K.
- Simplify Managed Futures Strategy ETF made up 0.31% of Optivise Advisory Services's portfolio in Q3 2026, its #89 holding.
- Optivise Advisory Services first reported a position in Simplify Managed Futures Strategy ETF in Q2 2024 and has held it in 10 quarters since.
- Optivise Advisory Services's Simplify Managed Futures Strategy ETF position peaked at $2.51M in Q3 2025.
- 70 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q3 2026.
Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.