Wealth Enhancement Advisory Services
CTA icon

Wealth Enhancement Advisory Services’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Wealth Enhancement Advisory Services’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 		$97.1M Buy
3,496,136
+396,925
+13% +$11M 0.14% 131
2026
Q2 		$75.4M Buy
3,099,211
+993,483
+47% +$29.5M 0.13% 139
2026
Q1 		$59.8M Sell
2,105,728
-787,059
-27% -$22.9M 0.12% 154
2025
Q4 		$80.2M Buy
2,892,787
+592,038
+26% +$16.3M 0.11% 181
2025
Q3 		$64.9M Buy
2,300,749
+2,216,173
+2,620% +$61.2M 0.1% 200
2025
Q2 		$2.29M Buy
84,576
+50,935
+151% +$1.42M ﹤0.01% 1288
2025
Q1 		$996K Buy
33,641
+23,257
+224% +$676K ﹤0.01% 1597
2024
Q4 		$290K Sell
10,384
-1,617
-13% -$43.9K ﹤0.01% 2414
2024
Q3 		$312K Buy
12,001
+1,728
+17% +$45.3K ﹤0.01% 2148
2024
Q2 		$277K Sell
10,273
-56,885
-85% -$1.53M ﹤0.01% 2038
2024
Q1 		$1.68M Buy
+67,158
New +$1.65M ﹤0.01% 1013
2023
Q4 		– Sell
-30,731
Closed -$847K – 2362
2023
Q3 		$847K Buy
+30,731
New +$799K ﹤0.01% 1170

Other funds holding CTA

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 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
AFFA
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
ULWM
Upper Left Wealth Management Tampa, Florida $193M AUM 6.98% 1-Year Est. Return
FA
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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
VERPA
Virginia Estate & Retirement Planning Advisors Glen Allen, Virginia $79.1M AUM

Wealth Enhancement Advisory Services's CTA Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Simplify Managed Futures Strategy ETF (CTA) stake by 13% in Q3 2026, buying an estimated $11M and bringing the position to 3,496,136 shares worth $97.1M. The position accounts for 0.14% of the portfolio, ranked #131.

Wealth Enhancement Advisory Services first reported a position in CTA in Q3 2023 and has held it in 12 quarters since. 34 funds tracked by Wall St. Rank hold CTA as of Q3 2026.

  • Wealth Enhancement Advisory Services held 3,496,136 shares of Simplify Managed Futures Strategy ETF worth $97.1M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 396,925 Simplify Managed Futures Strategy ETF shares in Q3 2026, an estimated $11M.
  • Simplify Managed Futures Strategy ETF made up 0.14% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #131 holding.
  • Wealth Enhancement Advisory Services first reported a position in Simplify Managed Futures Strategy ETF in Q3 2023 and has held it in 12 quarters since.
  • 34 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.