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

Peterson 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
2024 Q3	$23.6K	Buy	+909	New	+$23.8K	0.09%	140

Other funds holding CTA

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PFA

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Peterson Financial Group's CTA Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Simplify Managed Futures Strategy ETF (CTA) in Q3 2024: 909 shares worth $23.6K. The stake represents 0.09% of the portfolio and ranks #140 among its holdings.

88 funds tracked by Wall St. Rank hold CTA as of Q3 2024.

Peterson Financial Group held 909 shares of Simplify Managed Futures Strategy ETF worth $23.6K as of Q3 2024.
Simplify Managed Futures Strategy ETF was a new Peterson Financial Group position in Q3 2024.
Simplify Managed Futures Strategy ETF made up 0.09% of Peterson Financial Group's portfolio in Q3 2024, its #140 holding.
88 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.