WWM
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WT Wealth Management’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

WT Wealth Management’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
2025
Q3 		– Sell
-28,615
Closed -$765K – 143
2025
Q2 		$765K Buy
28,615
+6,420
+29% +$178K 0.23% 77
2025
Q1 		$657K Buy
22,195
+5,633
+34% +$164K 0.21% 73
2024
Q4 		$462K Buy
16,562
+4,842
+41% +$131K 0.15% 89
2024
Q3 		$314K Buy
+11,720
New +$307K 0.1% 106

Other funds holding CTA

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
PFA
Peak Financial Advisors Denver, Colorado $226M AUM 18.37% 1-Year Est. Return

WT Wealth Management's CTA Position: Q3 2025 in Review

WT Wealth Management sold out of Simplify Managed Futures Strategy ETF (CTA) in Q3 2025, closing a stake of 28,615 shares — an estimated $765K sold.

WT Wealth Management first reported a position in CTA in Q3 2024 and held it in 4 quarters. The position peaked at $765K in Q2 2025. 195 funds tracked by Wall St. Rank hold CTA as of Q3 2025.

  • WT Wealth Management reported no remaining Simplify Managed Futures Strategy ETF position as of Q3 2025 after selling out during the quarter.
  • WT Wealth Management sold 28,615 Simplify Managed Futures Strategy ETF shares in Q3 2025, an estimated $765K.
  • WT Wealth Management first reported a position in Simplify Managed Futures Strategy ETF in Q3 2024 and held it in 4 quarters.
  • WT Wealth Management's Simplify Managed Futures Strategy ETF position peaked at $765K in Q2 2025.
  • 195 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q3 2025.

Based on WT Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.