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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.55M	Buy	207,438 +8,371	+4%	+$224K	0.71%	36
2025 Q1	$5.89M	Buy	199,067 +36,960	+23%	+$1.09M	0.72%	32
2024 Q4	$4.52M	Buy	+162,107	New	+$4.52M	0.58%	42