TA
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Tactive Advisors’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Tactive Advisors’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
-17,705
Closed -$495K – 259
2025
Q3 		$495K Buy
17,705
+6,548
+59% +$181K 0.14% 143
2025
Q2 		$298K Buy
+11,157
New +$310K 0.1% 174

Other funds holding CTA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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

Tactive Advisors's CTA Position: Q4 2025 in Review

Tactive Advisors sold out of Simplify Managed Futures Strategy ETF (CTA) in Q4 2025, closing a stake of 17,705 shares — an estimated $495K sold.

Tactive Advisors first reported a position in CTA in Q2 2025 and held it in 2 quarters. The position peaked at $495K in Q3 2025. 209 funds tracked by Wall St. Rank hold CTA as of Q4 2025.

  • Tactive Advisors reported no remaining Simplify Managed Futures Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Tactive Advisors sold 17,705 Simplify Managed Futures Strategy ETF shares in Q4 2025, an estimated $495K.
  • Tactive Advisors first reported a position in Simplify Managed Futures Strategy ETF in Q2 2025 and held it in 2 quarters.
  • Tactive Advisors's Simplify Managed Futures Strategy ETF position peaked at $495K in Q3 2025.
  • 209 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q4 2025.

Based on Tactive Advisors's 13F filing for Q4 2025, filed 9 Jan 2026.