Tcfg Wealth Management LLC Has $1.89 Million Stock Position in Simplify Managed Futures Strategy ETF $CTA

Tcfg Wealth Management LLC grew its holdings in shares of Simplify Managed Futures Strategy ETF (NYSEARCA:CTA) by 2.4% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 70,754 shares of the company’s stock after purchasing an additional 1,679 shares during the quarter. Simplify Managed Futures Strategy ETF comprises about 0.9% of Tcfg Wealth Management LLC’s investment portfolio, making the stock its 21st biggest position. Tcfg Wealth Management LLC owned approximately 0.18% of Simplify Managed Futures Strategy ETF worth $1,892,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of CTA. Belpointe Asset Management LLC increased its position in Simplify Managed Futures Strategy ETF by 4.4% during the second quarter. Belpointe Asset Management LLC now owns 199,895 shares of the company’s stock worth $5,345,000 after buying an additional 8,434 shares during the last quarter. Wealthcare Advisory Partners LLC boosted its stake in shares of Simplify Managed Futures Strategy ETF by 0.8% during the 2nd quarter. Wealthcare Advisory Partners LLC now owns 121,141 shares of the company’s stock worth $3,239,000 after acquiring an additional 931 shares in the last quarter. Ameritas Advisory Services LLC acquired a new position in shares of Simplify Managed Futures Strategy ETF during the 2nd quarter valued at about $65,000. Philip James Wealth Mangement LLC increased its holdings in shares of Simplify Managed Futures Strategy ETF by 4.2% during the 2nd quarter. Philip James Wealth Mangement LLC now owns 207,438 shares of the company’s stock valued at $5,547,000 after acquiring an additional 8,371 shares during the last quarter. Finally, B.O.S.S. Retirement Advisors LLC raised its stake in shares of Simplify Managed Futures Strategy ETF by 127.9% in the 2nd quarter. B.O.S.S. Retirement Advisors LLC now owns 47,972 shares of the company’s stock valued at $1,283,000 after acquiring an additional 26,924 shares in the last quarter.

Simplify Managed Futures Strategy ETF Stock Performance

CTA opened at $28.08 on Tuesday. The business has a 50 day moving average price of $27.60 and a 200 day moving average price of $27.77. Simplify Managed Futures Strategy ETF has a twelve month low of $25.71 and a twelve month high of $30.21.

Simplify Managed Futures Strategy ETF Profile

The Simplify Managed Futures Strategy ETF (CTA) is an exchange-traded fund that mostly invests in global macro alternatives. The fund seeks absolute returns that have low correlation to the equities market. The actively managed fund uses futures in commodity, currency, and fixed income. CTA was launched on Mar 7, 2022 and is managed by Simplify.