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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
Q3 		$2.69M Buy
91,635
+3,693
+4% +$105K 0.46% 38
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

Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Tactive Advisors
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
RHS Financial
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return
Pekin Hardy Strauss
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 25.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Professional Financial Advisors increased its Simplify US Equity PLUS Managed Futures Strategy ETF (CTAP) stake by 4.2% in Q3 2026, buying an estimated $105K and bringing the position to 91,635 shares worth $2.69M. The position accounts for 0.46% of the portfolio, ranked #38.

Professional Financial Advisors first reported a position in CTAP in Q1 2026 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold CTAP as of Q3 2026.

  • Professional Financial Advisors held 91,635 shares of Simplify US Equity PLUS Managed Futures Strategy ETF worth $2.69M as of Q3 2026.
  • Professional Financial Advisors bought 3,693 Simplify US Equity PLUS Managed Futures Strategy ETF shares in Q3 2026, an estimated $105K.
  • Simplify US Equity PLUS Managed Futures Strategy ETF made up 0.46% of Professional Financial Advisors's portfolio in Q3 2026, its #38 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 3 quarters since.
  • 9 funds tracked by Wall St. Rank held Simplify US Equity PLUS Managed Futures Strategy ETF as of Q3 2026.

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