ULWM
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Upper Left Wealth Management’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Upper Left Wealth Management’s Portfolio CTA Stock Details CTA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.67M Sell
99,735
-23,189
-19% -$620K 1.78% 24
2025
Q1 		$3.64M Buy
+122,924
New +$3.64M 2.61% 20