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 Q3	$2.3M	Buy	79,755 +2,191	+3%	+$60.9K	0.39%	45
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

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

AFFA

ALM First Financial Advisors Dallas, Texas $633M AUM 15.27% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

ULWM

Upper Left Wealth Management Tampa, Florida $193M AUM 6.98% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

TWM

TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Professional Financial Advisors's CTA Position: Q3 2026 in Review

Professional Financial Advisors increased its Simplify Managed Futures Strategy ETF (CTA) stake by 2.8% in Q3 2026, buying an estimated $60.9K and bringing the position to 79,755 shares worth $2.3M. The position accounts for 0.39% of the portfolio, ranked #45.

Professional Financial Advisors first reported a position in CTA in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.31M in Q1 2026. 36 funds tracked by Wall St. Rank hold CTA as of Q3 2026.

Professional Financial Advisors held 79,755 shares of Simplify Managed Futures Strategy ETF worth $2.3M as of Q3 2026.
Professional Financial Advisors bought 2,191 Simplify Managed Futures Strategy ETF shares in Q3 2026, an estimated $60.9K.
Simplify Managed Futures Strategy ETF made up 0.39% of Professional Financial Advisors's portfolio in Q3 2026, its #45 holding.
Professional Financial Advisors first reported a position in Simplify Managed Futures Strategy ETF in Q2 2025 and has held it in 6 quarters since.
Professional Financial Advisors's Simplify Managed Futures Strategy ETF position peaked at $2.31M in Q1 2026.
36 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q3 2026.

Based on Professional Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.