Simplify Managed Futures Strategy ETF $CTA is Peak Financial Advisors LLC’s 3rd Largest Position

Peak Financial Advisors LLC lifted its position in Simplify Managed Futures Strategy ETF (NYSEARCA:CTA) by 65.2% in the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 540,375 shares of the company’s stock after acquiring an additional 213,303 shares during the quarter. Simplify Managed Futures Strategy ETF makes up about 7.4% of Peak Financial Advisors LLC’s holdings, making the stock its 3rd biggest holding. Peak Financial Advisors LLC’s holdings in Simplify Managed Futures Strategy ETF were worth $14,450,000 at the end of the most recent reporting period.

Several other hedge funds have also made changes to their positions in CTA. Brighton Jones LLC lifted its position in shares of Simplify Managed Futures Strategy ETF by 39.5% in the 4th quarter. Brighton Jones LLC now owns 27,251 shares of the company’s stock valued at $760,000 after acquiring an additional 7,710 shares in the last quarter. Comerica Bank lifted its position in Simplify Managed Futures Strategy ETF by 111,500.0% in the 4th quarter. Comerica Bank now owns 2,232 shares of the company’s stock worth $62,000 after buying an additional 2,230 shares in the last quarter. CSS LLC IL lifted its position in Simplify Managed Futures Strategy ETF by 83.6% in the 4th quarter. CSS LLC IL now owns 74,764 shares of the company’s stock worth $2,085,000 after buying an additional 34,034 shares in the last quarter. Global Wealth Strategies & Associates lifted its position in Simplify Managed Futures Strategy ETF by 9.3% in the 1st quarter. Global Wealth Strategies & Associates now owns 42,100 shares of the company’s stock worth $1,246,000 after buying an additional 3,567 shares in the last quarter. Finally, Mid American Wealth Advisory Group Inc. lifted its position in Simplify Managed Futures Strategy ETF by 19.4% in the 1st quarter. Mid American Wealth Advisory Group Inc. now owns 20,706 shares of the company’s stock worth $613,000 after buying an additional 3,370 shares in the last quarter.

Simplify Managed Futures Strategy ETF Trading Up 0.5%

CTA stock opened at $27.43 on Friday. Simplify Managed Futures Strategy ETF has a 12-month low of $25.69 and a 12-month high of $30.21. The company has a 50 day moving average of $27.59 and a two-hundred day moving average of $27.94.

About Simplify Managed Futures Strategy ETF

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.