Kestra Advisory Services LLC Has $6.30 Million Holdings in Simplify Managed Futures Strategy ETF $CTA

Kestra Advisory Services LLC grew its holdings in Simplify Managed Futures Strategy ETF (NYSEARCA:CTA) by 51.0% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 208,551 shares of the company’s stock after purchasing an additional 70,465 shares during the quarter. Kestra Advisory Services LLC owned approximately 0.40% of Simplify Managed Futures Strategy ETF worth $6,302,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of CTA. IFP Advisors Inc raised its stake in shares of Simplify Managed Futures Strategy ETF by 4.8% during the third quarter. IFP Advisors Inc now owns 9,750 shares of the company’s stock worth $273,000 after buying an additional 451 shares during the last quarter. Northwestern Mutual Wealth Management Co. boosted its stake in Simplify Managed Futures Strategy ETF by 4.3% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 12,238 shares of the company’s stock valued at $334,000 after acquiring an additional 508 shares during the last quarter. J.Safra Asset Management Corp boosted its stake in Simplify Managed Futures Strategy ETF by 10.0% in the fourth quarter. J.Safra Asset Management Corp now owns 5,787 shares of the company’s stock valued at $158,000 after acquiring an additional 527 shares during the last quarter. Betterment LLC grew its holdings in Simplify Managed Futures Strategy ETF by 3.7% during the 4th quarter. Betterment LLC now owns 20,722 shares of the company’s stock worth $565,000 after acquiring an additional 736 shares during the period. Finally, Private Trust Co. NA grew its holdings in Simplify Managed Futures Strategy ETF by 86.7% during the 4th quarter. Private Trust Co. NA now owns 1,845 shares of the company’s stock worth $50,000 after acquiring an additional 857 shares during the period.

Simplify Managed Futures Strategy ETF Trading Up 1.2%

Shares of Simplify Managed Futures Strategy ETF stock opened at $26.89 on Wednesday. The firm has a fifty day moving average of $28.59 and a two-hundred day moving average of $29.00. Simplify Managed Futures Strategy ETF has a 52 week low of $25.64 and a 52 week high of $32.76.

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.