PFA
CTAP

Professional Financial Advisors’s Simplify US Equity PLUS Managed Futures Strategy ETF CTAP Stock Holding History

Professional Financial Advisors’s Portfolio CTAP Stock Details CTAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.32M Buy
87,942
+11,135
+14% +$328K 0.4% 43
2026
Q1 		$2.06M Buy
+76,807
New +$2.08M 0.42% 43

Other funds holding CTAP

TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return

Professional Financial Advisors's CTAP Position: Q2 2026 in Review

Professional Financial Advisors increased its Simplify US Equity PLUS Managed Futures Strategy ETF (CTAP) stake by 14% in Q2 2026, buying an estimated $328K and bringing the position to 87,942 shares worth $2.32M. The position accounts for 0.4% of the portfolio, ranked #43.

Professional Financial Advisors first reported a position in CTAP in Q1 2026 and has held it in 2 quarters since. 5 funds tracked by Wall St. Rank hold CTAP as of Q2 2026.

  • Professional Financial Advisors held 87,942 shares of Simplify US Equity PLUS Managed Futures Strategy ETF worth $2.32M as of Q2 2026.
  • Professional Financial Advisors bought 11,135 Simplify US Equity PLUS Managed Futures Strategy ETF shares in Q2 2026, an estimated $328K.
  • Simplify US Equity PLUS Managed Futures Strategy ETF made up 0.4% of Professional Financial Advisors's portfolio in Q2 2026, its #43 holding.
  • Professional Financial Advisors first reported a position in Simplify US Equity PLUS Managed Futures Strategy ETF in Q1 2026 and has held it in 2 quarters since.
  • 5 funds tracked by Wall St. Rank held Simplify US Equity PLUS Managed Futures Strategy ETF as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.