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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.48M	Buy	155,195 +29,410	+23%	+$818K	2.32%	13
2026 Q2	$3.26M	Sell	125,785 -7,205	-5%	-$214K	1.81%	26
2026 Q1	$4.02M	Buy	132,990 +13,913	+12%	+$405K	2.37%	19
2025 Q4	$3.25M	Buy	119,077 +10,862	+10%	+$298K	1.98%	21
2025 Q3	$3.03M	Buy	108,215 +8,480	+9%	+$234K	1.9%	23
2025 Q2	$2.67M	Sell	99,735 -23,189	-19%	-$644K	1.78%	24
2025 Q1	$3.64M	Buy	+122,924	New	+$3.57M	2.61%	20

Other funds holding CTA

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $344M AUM 7.89% 1-Year Est. Return

LFA

Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

ALM First Financial Advisors Dallas, Texas $633M AUM 15.27% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

TWM

TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Upper Left Wealth Management's CTA Position: Q3 2026 in Review

Upper Left Wealth Management increased its Simplify Managed Futures Strategy ETF (CTA) stake by 23% in Q3 2026, buying an estimated $818K and bringing the position to 155,195 shares worth $4.48M. The position accounts for 2.32% of the portfolio, ranked #13.

Upper Left Wealth Management first reported a position in CTA in Q1 2025 and has held it in 7 quarters since. 48 funds tracked by Wall St. Rank hold CTA as of Q3 2026.

Upper Left Wealth Management held 155,195 shares of Simplify Managed Futures Strategy ETF worth $4.48M as of Q3 2026.
Upper Left Wealth Management bought 29,410 Simplify Managed Futures Strategy ETF shares in Q3 2026, an estimated $818K.
Simplify Managed Futures Strategy ETF made up 2.32% of Upper Left Wealth Management's portfolio in Q3 2026, its #13 holding.
Upper Left Wealth Management first reported a position in Simplify Managed Futures Strategy ETF in Q1 2025 and has held it in 7 quarters since.
48 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q3 2026.

Based on Upper Left Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.