Wealth Enhancement Advisory Services
SDMF icon

Wealth Enhancement Advisory Services’s Simplify DBi CTA Managed Futures Index ETF SDMF Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio SDMF Stock Details SDMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-22,330
Closed -$573K – 4499
2026
Q2 		$573K Buy
+22,330
New +$570K ﹤0.01% 2560

Other funds holding SDMF

Kestra Advisory Services
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Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

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

Wealth Enhancement Advisory Services sold out of Simplify DBi CTA Managed Futures Index ETF (SDMF) in Q3 2026, closing a stake of 22,330 shares — an estimated $573K sold.

Wealth Enhancement Advisory Services first reported a position in SDMF in Q2 2026 and held it in 1 quarter. The position peaked at $573K in Q2 2026. 2 funds tracked by Wall St. Rank hold SDMF as of Q3 2026.

  • Wealth Enhancement Advisory Services reported no remaining Simplify DBi CTA Managed Futures Index ETF position as of Q3 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 22,330 Simplify DBi CTA Managed Futures Index ETF shares in Q3 2026, an estimated $573K.
  • Wealth Enhancement Advisory Services first reported a position in Simplify DBi CTA Managed Futures Index ETF in Q2 2026 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Simplify DBi CTA Managed Futures Index ETF position peaked at $573K in Q2 2026.
  • 2 funds tracked by Wall St. Rank held Simplify DBi CTA Managed Futures Index ETF as of Q3 2026.

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