SWM
SFG Wealth Management’s Simplify Managed Futures Strategy ETF CTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-83,189
| Closed | -$2.46M | – | 91 |
|
|
2025
Q1 | $2.46M | Buy |
83,189
+22,320
| +37% | +$661K | 1.2% | 15 |
|
|
2024
Q4 | $1.7M | Buy |
60,869
+13,060
| +27% | +$364K | 0.89% | 21 |
|
|
2024
Q3 | $1.24M | Sell |
47,809
-3,265
| -6% | -$84.9K | 0.66% | 28 |
|
|
2024
Q2 | $1.37M | Buy |
+51,074
| New | +$1.37M | 0.78% | 23 |
|