Strategic Wealth Partners’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Strategic Wealth Partners’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
2025 Q4	–	Sell	-247	Closed	-$6.91K	–	1477
2025 Q3	$6.91K	Buy	+247	New	+$6.82K	﹤0.01%	980
2023 Q2	–	Sell	-16,505	Closed	-$387K	–	288
2023 Q1	$387K	Buy	+16,505	New	+$419K	0.06%	194

Other funds holding CTA

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BIG

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

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

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

AWM

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

IWAO

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

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

AFG

Altiora Financial Group Lebanon, Ohio $634M AUM 13.93% 1-Year Est. Return

PFA

Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return

Strategic Wealth Partners's CTA Position: Q4 2025 in Review

Strategic Wealth Partners sold out of Simplify Managed Futures Strategy ETF (CTA) in Q4 2025, closing a stake of 247 shares — an estimated $6.91K sold.

Strategic Wealth Partners first reported a position in CTA in Q1 2023 and held it in 2 quarters. The position peaked at $387K in Q1 2023. 209 funds tracked by Wall St. Rank hold CTA as of Q4 2025.

Strategic Wealth Partners reported no remaining Simplify Managed Futures Strategy ETF position as of Q4 2025 after selling out during the quarter.
Strategic Wealth Partners sold 247 Simplify Managed Futures Strategy ETF shares in Q4 2025, an estimated $6.91K.
Strategic Wealth Partners first reported a position in Simplify Managed Futures Strategy ETF in Q1 2023 and held it in 2 quarters.
Strategic Wealth Partners's Simplify Managed Futures Strategy ETF position peaked at $387K in Q1 2023.
209 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q4 2025.

Based on Strategic Wealth Partners's 13F filing for Q4 2025, filed 12 May 2026.