VA
CTA icon

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

VestGen 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
-11,461
Closed -$321K – 773
2025
Q3 		$321K Buy
11,461
+2,169
+23% +$59.9K 0.01% 583
2025
Q2 		$248K Buy
+9,292
New +$258K 0.01% 532

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

VestGen Advisors's CTA Position: Q4 2025 in Review

VestGen Advisors sold out of Simplify Managed Futures Strategy ETF (CTA) in Q4 2025, closing a stake of 11,461 shares — an estimated $321K sold.

VestGen Advisors first reported a position in CTA in Q2 2025 and held it in 2 quarters. The position peaked at $321K in Q3 2025. 209 funds tracked by Wall St. Rank hold CTA as of Q4 2025.

  • VestGen Advisors reported no remaining Simplify Managed Futures Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • VestGen Advisors sold 11,461 Simplify Managed Futures Strategy ETF shares in Q4 2025, an estimated $321K.
  • VestGen Advisors first reported a position in Simplify Managed Futures Strategy ETF in Q2 2025 and held it in 2 quarters.
  • VestGen Advisors's Simplify Managed Futures Strategy ETF position peaked at $321K in Q3 2025.
  • 209 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q4 2025.

Based on VestGen Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.