Revisor Wealth Management’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Revisor Wealth Management’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 Q1	–	Sell	-33,666	Closed	-$937K	–	335
2025 Q4	$937K	Sell	33,666 -384	-1%	-$10.5K	0.25%	99
2025 Q3	$968K	Buy	34,050 +15,351	+82%	+$424K	0.33%	64
2025 Q2	$514K	Buy	18,699 +10,106	+118%	+$281K	0.19%	129
2025 Q1	$254K	Buy	+8,593	New	+$250K	0.11%	190

Other funds holding CTA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BIG

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

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IWAO

Independence Wealth Advisors (Ohio) Independence, Ohio $199M AUM

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Revisor Wealth Management's CTA Position: Q1 2026 in Review

Revisor Wealth Management sold out of Simplify Managed Futures Strategy ETF (CTA) in Q1 2026, closing a stake of 33,666 shares — an estimated $937K sold.

Revisor Wealth Management first reported a position in CTA in Q1 2025 and held it in 4 quarters. The position peaked at $968K in Q3 2025. 240 funds tracked by Wall St. Rank hold CTA as of Q1 2026.

Revisor Wealth Management reported no remaining Simplify Managed Futures Strategy ETF position as of Q1 2026 after selling out during the quarter.
Revisor Wealth Management sold 33,666 Simplify Managed Futures Strategy ETF shares in Q1 2026, an estimated $937K.
Revisor Wealth Management first reported a position in Simplify Managed Futures Strategy ETF in Q1 2025 and held it in 4 quarters.
Revisor Wealth Management's Simplify Managed Futures Strategy ETF position peaked at $968K in Q3 2025.
240 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q1 2026.

Based on Revisor Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.