WS
CTAP

Wedbush Securities’s Simplify US Equity PLUS Managed Futures Strategy ETF CTAP Stock Holding History

Wedbush Securities’s Portfolio CTAP Stock Details CTAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.1M Buy
41,240
+32,029
+348% +$868K 0.03% 417
2025
Q4 		$236K Buy
+9,211
New +$235K 0.01% 1013

Other funds holding CTAP

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
TWM
Triton Wealth Management Sun City, Arizona $270M AUM 24.97% 1-Year Est. Return
MPW
Magnolia Private Wealth Philadelphia, Pennsylvania $150M AUM 18.29% 1-Year Est. Return
ZBNA
Zions Bancorporation, National Association Salt Lake City, Utah $1.55B AUM 19% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Wedbush Securities's CTAP Position: Q1 2026 in Review

Wedbush Securities increased its Simplify US Equity PLUS Managed Futures Strategy ETF (CTAP) stake by 348% in Q1 2026, buying an estimated $868K and bringing the position to 41,240 shares worth $1.1M. The position accounts for 0.03% of the portfolio, ranked #417.

Wedbush Securities first reported a position in CTAP in Q4 2025 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold CTAP as of Q1 2026.

  • Wedbush Securities held 41,240 shares of Simplify US Equity PLUS Managed Futures Strategy ETF worth $1.1M as of Q1 2026.
  • Wedbush Securities bought 32,029 Simplify US Equity PLUS Managed Futures Strategy ETF shares in Q1 2026, an estimated $868K.
  • Simplify US Equity PLUS Managed Futures Strategy ETF made up 0.03% of Wedbush Securities's portfolio in Q1 2026, its #417 holding.
  • Wedbush Securities first reported a position in Simplify US Equity PLUS Managed Futures Strategy ETF in Q4 2025 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held Simplify US Equity PLUS Managed Futures Strategy ETF as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.