TCFG Wealth Management’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

TCFG Wealth Management’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	-29,470	Closed	-$824K	–	272
2025 Q3	$824K	Sell	29,470 -41,284	-58%	-$1.14M	0.32%	80
2025 Q2	$1.89M	Buy	70,754 +1,679	+2%	+$46.6K	0.86%	21
2025 Q1	$2.04M	Buy	+69,075	New	+$2.01M	1.03%	19

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

TCFG Wealth Management's CTA Position: Q4 2025 in Review

TCFG Wealth Management sold out of Simplify Managed Futures Strategy ETF (CTA) in Q4 2025, closing a stake of 29,470 shares — an estimated $824K sold.

TCFG Wealth Management first reported a position in CTA in Q1 2025 and held it in 3 quarters. The position peaked at $2.04M in Q1 2025. 209 funds tracked by Wall St. Rank hold CTA as of Q4 2025.

TCFG Wealth Management reported no remaining Simplify Managed Futures Strategy ETF position as of Q4 2025 after selling out during the quarter.
TCFG Wealth Management sold 29,470 Simplify Managed Futures Strategy ETF shares in Q4 2025, an estimated $824K.
TCFG Wealth Management first reported a position in Simplify Managed Futures Strategy ETF in Q1 2025 and held it in 3 quarters.
TCFG Wealth Management's Simplify Managed Futures Strategy ETF position peaked at $2.04M in Q1 2025.
209 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q4 2025.

Based on TCFG Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.