Whalen Wealth Management Inc. Makes New $1.15 Million Investment in Simplify Managed Futures Strategy ETF $CTA

Whalen Wealth Management Inc. bought a new stake in Simplify Managed Futures Strategy ETF (NYSEARCA:CTA – Free Report) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 39,743 shares of the company’s stock, valued at approximately $1,146,000. Whalen Wealth Management Inc. owned 0.09% of Simplify Managed Futures Strategy ETF at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. Signature Equity Partners LLC grew its stake in Simplify Managed Futures Strategy ETF by 639.2% in the 1st quarter. Signature Equity Partners LLC now owns 887 shares of the company’s stock worth $27,000 after acquiring an additional 767 shares during the period. CAP Partners LLC lifted its stake in shares of Simplify Managed Futures Strategy ETF by 5.3% during the 1st quarter. CAP Partners LLC now owns 15,642 shares of the company’s stock worth $473,000 after purchasing an additional 782 shares during the period. MBM Wealth Consultants LLC acquired a new stake in shares of Simplify Managed Futures Strategy ETF during the first quarter worth $28,000. Compass Financial Management LLC acquired a new stake in shares of Simplify Managed Futures Strategy ETF during the second quarter worth $26,000. Finally, Professional Financial Advisors LLC grew its position in shares of Simplify Managed Futures Strategy ETF by 1.5% in the second quarter. Professional Financial Advisors LLC now owns 77,564 shares of the company’s stock valued at $2,012,000 after purchasing an additional 1,127 shares during the period.

Simplify Managed Futures Strategy ETF Stock Up 2.0%

CTA traded up $0.58 during midday trading on Thursday, hitting $29.36. The company’s stock had a trading volume of 285,174 shares, compared to its average volume of 621,557. Simplify Managed Futures Strategy ETF has a 52-week low of $25.39 and a 52-week high of $32.76. The firm has a 50-day moving average price of $28.35 and a two-hundred day moving average price of $28.73.

About Simplify Managed Futures Strategy ETF

(Free Report)

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.

See Also

Institutional Ownership by Quarter for Simplify Managed Futures Strategy ETF (NYSEARCA:CTA)

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