Simplify Managed Futures Strategy ETF $CTA Stock Holdings Increased by Independence Wealth Advisors LLC

Independence Wealth Advisors LLC boosted its stake in shares of Simplify Managed Futures Strategy ETF (NYSEARCA:CTA) by 6.9% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 951,474 shares of the company’s stock after buying an additional 61,423 shares during the quarter. Simplify Managed Futures Strategy ETF accounts for approximately 15.3% of Independence Wealth Advisors LLC’s portfolio, making the stock its 2nd largest holding. Independence Wealth Advisors LLC owned 1.83% of Simplify Managed Futures Strategy ETF worth $28,754,000 at the end of the most recent reporting period.

Other hedge funds also recently added to or reduced their stakes in the company. MBM Wealth Consultants LLC acquired a new stake in shares of Simplify Managed Futures Strategy ETF in the 1st quarter worth approximately $28,000. WFA of San Diego LLC acquired a new position in Simplify Managed Futures Strategy ETF during the second quarter worth $36,000. Comerica Bank boosted its position in Simplify Managed Futures Strategy ETF by 71,450.0% during the third quarter. Comerica Bank now owns 1,431 shares of the company’s stock worth $40,000 after purchasing an additional 1,429 shares in the last quarter. Private Trust Co. NA boosted its position in Simplify Managed Futures Strategy ETF by 86.7% during the fourth quarter. Private Trust Co. NA now owns 1,845 shares of the company’s stock worth $50,000 after purchasing an additional 857 shares in the last quarter. Finally, Northwestern Mutual Wealth Management Co. acquired a new stake in Simplify Managed Futures Strategy ETF in the second quarter valued at $88,000.

Simplify Managed Futures Strategy ETF Price Performance

Simplify Managed Futures Strategy ETF stock opened at $26.21 on Thursday. Simplify Managed Futures Strategy ETF has a fifty-two week low of $26.15 and a fifty-two week high of $32.76. The stock’s fifty day moving average is $29.79 and its two-hundred day moving average is $29.09.

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.