SPC
CTA icon

Sigma Planning Corp’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Sigma Planning Corp’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
2023
Q1 		– Sell
-22,395
Closed -$582K – 1307
2022
Q4 		$582K Buy
+22,395
New +$632K 0.02% 702

Other funds holding CTA

PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
OP
ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

Sigma Planning Corp's CTA Position: Q1 2023 in Review

Sigma Planning Corp sold out of Simplify Managed Futures Strategy ETF (CTA) in Q1 2023, closing a stake of 22,395 shares — an estimated $582K sold.

Sigma Planning Corp first reported a position in CTA in Q4 2022 and held it in 1 quarter. The position peaked at $582K in Q4 2022. 38 funds tracked by Wall St. Rank hold CTA as of Q1 2023.

  • Sigma Planning Corp reported no remaining Simplify Managed Futures Strategy ETF position as of Q1 2023 after selling out during the quarter.
  • Sigma Planning Corp sold 22,395 Simplify Managed Futures Strategy ETF shares in Q1 2023, an estimated $582K.
  • Sigma Planning Corp first reported a position in Simplify Managed Futures Strategy ETF in Q4 2022 and held it in 1 quarter.
  • Sigma Planning Corp's Simplify Managed Futures Strategy ETF position peaked at $582K in Q4 2022.
  • 38 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q1 2023.

Based on Sigma Planning Corp's 13F filing for Q1 2023, filed 8 May 2023.