Wealth Enhancement Advisory Services
SDMF

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
Q2 		$573K Buy
+22,330
New +$570K ﹤0.01% 2560

Other funds holding SDMF

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealth Enhancement Advisory Services's SDMF Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Simplify DBi CTA Managed Futures Index ETF (SDMF) in Q2 2026: 22,330 shares worth $573K. The stake represents ﹤0.01% of the portfolio and ranks #2560 among its holdings.

7 funds tracked by Wall St. Rank hold SDMF as of Q2 2026.

  • Wealth Enhancement Advisory Services held 22,330 shares of Simplify DBi CTA Managed Futures Index ETF worth $573K as of Q2 2026.
  • Simplify DBi CTA Managed Futures Index ETF was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • Simplify DBi CTA Managed Futures Index ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2560 holding.
  • 7 funds tracked by Wall St. Rank held Simplify DBi CTA Managed Futures Index ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.