Philip James Wealth Mangement’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Philip James Wealth Mangement’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 Q3	$8.17M	Buy
2025 Q2	$5.55M	Buy
2025 Q1	$5.89M	Buy
2024 Q4	$4.52M	Buy