Wealth Enhancement Advisory Services’s Simplify Managed Futures Strategy ETF CTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.29M | Buy |
84,576
+50,935
| +151% | +$1.38M | ﹤0.01% | 1285 |
|
|
2025
Q1 | $996K | Buy |
33,641
+23,257
| +224% | +$688K | ﹤0.01% | 1594 |
|
|
2024
Q4 | $290K | Sell |
10,384
-1,617
| -13% | -$45.1K | ﹤0.01% | 2392 |
|
|
2024
Q3 | $312K | Buy |
12,001
+1,728
| +17% | +$44.9K | ﹤0.01% | 2129 |
|
|
2024
Q2 | $277K | Sell |
10,273
-56,885
| -85% | -$1.53M | ﹤0.01% | 2036 |
|
|
2024
Q1 | $1.68M | Buy |
+67,158
| New | +$1.68M | ﹤0.01% | 1013 |
|
|
2023
Q4 | – | Sell |
-30,731
| Closed | -$847K | – | 2281 |
|
|
2023
Q3 | $847K | Buy |
+30,731
| New | +$847K | ﹤0.01% | 1169 |
|