CTA

Simplify Managed Futures St

Latest period2024 - Q4Total superinvestors18

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 18 superinvestors own shares of Simplify Managed Futures St (CTA), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Simplify Managed Futures St (CTA), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Simplify Managed Futures St (CTA) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Simplify Managed Futures St (CTA) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
LORRAINE E. HAVERLEY@Peak Financial Advisors Llc
Recent Activity
Increased 3.11%
4.71%
$9.055M
324,683 shares@ 27.89 avg price
Donald E. Hodson@Financial Enhancement Group Llc
Recent Activity
Increased 25.48%
0.5%
$3.229M
112,498 shares@ 28.71 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 110.76%
0.05%
$1.725M
61,867 shares@ 27.9 avg price
Kenneth W Pegher Jr@Sfg Wealth Management, Llc.
Recent Activity
Increased 27.32%
0.9%
$1.698M
60,869 shares@ 27.9 avg price
Stephanie West@Org Wealth Partners, Llc
Recent Activity
Increased 2.22%
0.29%
$915,769
32,836 shares@ 27.89 avg price
Lori L Liffring@Cambridge Advisors Inc.
Recent Activity
Increased 0.17%
0.13%
$575,025
20,618 shares@ 27.89 avg price
Daren Blonski@Fermata Advisors, Llc
Recent Activity
Increased 29.34%
0.11%
$553,602
19,849 shares@ 27.9 avg price
BRIAN RALEIGH@Raleigh Capital Management Inc.
Recent Activity
Increased 1.04%
0.08%
$185,659
6,657 shares@ 27.89 avg price