PCS
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Private Client Services’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Private Client Services’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 		$5.11M Sell
177,270
-15,504
-8% -$431K 1.37% 17
2026
Q2 		$5M Buy
+192,774
New +$5.72M 1.31% 16

Other funds holding CTA

LFA
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $137M AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Private Client Services's CTA Position: Q3 2026 in Review

Private Client Services reduced its Simplify Managed Futures Strategy ETF (CTA) stake by 8% in Q3 2026, selling an estimated $431K and leaving 177,270 shares worth $5.11M. The position accounts for 1.37% of the portfolio, ranked #17.

Private Client Services first reported a position in CTA in Q2 2026 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold CTA as of Q3 2026.

  • Private Client Services held 177,270 shares of Simplify Managed Futures Strategy ETF worth $5.11M as of Q3 2026.
  • Private Client Services sold 15,504 Simplify Managed Futures Strategy ETF shares in Q3 2026, an estimated $431K.
  • Simplify Managed Futures Strategy ETF made up 1.37% of Private Client Services's portfolio in Q3 2026, its #17 holding.
  • Private Client Services first reported a position in Simplify Managed Futures Strategy ETF in Q2 2026 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.