Professional Financial Advisors’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Professional Financial Advisors’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 Q2	$2.01M	Buy	77,564 +1,127	+1%	+$33.4K	0.35%	51
2026 Q1	$2.31M	Buy	76,437 +34,934	+84%	+$1.02M	0.47%	40
2025 Q4	$1.13M	Buy	41,503 +12,095	+41%	+$332K	0.23%	64
2025 Q3	$823K	Buy	29,408 +17,224	+141%	+$476K	0.17%	73
2025 Q2	$326K	Buy	+12,184	New	+$339K	0.08%	94

Other funds holding CTA

Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return

Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $338M AUM 13.09% 1-Year Est. Return

Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

Roan Capital Partners Johnson City, Tennessee $121M AUM

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

FMA Wealth Management Duxbury, Massachusetts $156M AUM 15.22% 1-Year Est. Return