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Simplify Managed Futures Strategy ETF
CTA

Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
251
US Bancorp
Minnesota
$40 +$30 +1 New
Concurrent Investment Advisors
252
Concurrent Investment Advisors
Florida
– -$44.3M -1,464,649 Closed
BFA
253
Beaumont Financial Advisors
Massachusetts
– -$15.1M -501,007 Closed
BIG
254
Brookwood Investment Group
Arizona
– -$5.22M -172,807 Closed
Simplify Asset Management
255
Simplify Asset Management
Nevada
– -$4.57M -151,381 Closed
Western Wealth Management
256
Western Wealth Management
Colorado
– -$3.46M -114,544 Closed
EMAM
257
Encompass More Asset Management
California
– -$2.91M -96,301 Closed
AIP
258
Almanack Investment Partners
Pennsylvania
– -$2.62M -86,638 Closed
CFA
259
Collaborative Fund Advisors
Nevada
– -$2.22M -73,361 Closed
Mariner
260
Mariner
Kansas
– -$1.8M -59,657 Closed
Foundations Investment Advisors
261
Foundations Investment Advisors
Arizona
– -$1.79M -59,311 Closed
RFG Advisory
262
RFG Advisory
Alabama
– -$1.66M -54,951 Closed
Citadel Advisors
263
Citadel Advisors
Florida
– -$1.3M -43,938 Closed
WAM
264
Worth Asset Management
Texas
– -$767K -25,367 Closed
NWA
265
Navis Wealth Advisors
New York
– -$497K -16,447 Closed
Savvy Advisors Inc
266
Savvy Advisors Inc
New York
– -$489K -16,190 Closed
KW
267
KWB Wealth
California
– -$299K -10,951 Closed
SWA
268
Stratos Wealth Advisors
Ohio
– -$256K -8,473 Closed
IA
269
Inspire Advisors
Idaho
– -$227K -7,522 Closed
GSEP
270
Golden State Equity Partners
California
– -$219K -7,249 Closed
TW
271
Trajan Wealth
Arizona
– -$214K -7,079 Closed
Csenge Advisory Group
272
Csenge Advisory Group
Florida
– -$211K -6,976 Closed
CoreCap Advisors
273
CoreCap Advisors
Michigan
– -$52.3K -1,732 Closed
RFA
274
Reyes Financial Architecture
California
– -$51K -1,687 Closed
Fifth Third Bancorp
275
Fifth Third Bancorp
Ohio
– -$43.2K -1,431 Closed
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11
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