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Sunbelt Securities’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Sunbelt Securities’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
2024
Q2 		– Sell
-1,918
Closed -$47.8K – 1776
2024
Q1 		$47.8K Buy
1,918
+2
+0.1% +$49 0.01% 882
2023
Q4 		$45.2K Buy
+1,916
New +$50.2K 0.01% 839

Other funds holding CTA

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 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

Sunbelt Securities's CTA Position: Q2 2024 in Review

Sunbelt Securities sold out of Simplify Managed Futures Strategy ETF (CTA) in Q2 2024, closing a stake of 1,918 shares — an estimated $47.8K sold.

Sunbelt Securities first reported a position in CTA in Q4 2023 and held it in 2 quarters. The position peaked at $47.8K in Q1 2024. 59 funds tracked by Wall St. Rank hold CTA as of Q2 2024.

  • Sunbelt Securities reported no remaining Simplify Managed Futures Strategy ETF position as of Q2 2024 after selling out during the quarter.
  • Sunbelt Securities sold 1,918 Simplify Managed Futures Strategy ETF shares in Q2 2024, an estimated $47.8K.
  • Sunbelt Securities first reported a position in Simplify Managed Futures Strategy ETF in Q4 2023 and held it in 2 quarters.
  • Sunbelt Securities's Simplify Managed Futures Strategy ETF position peaked at $47.8K in Q1 2024.
  • 59 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2024.

Based on Sunbelt Securities's 13F filing for Q2 2024, filed 16 Aug 2024.