CTA — SIMPLIFY EXCHANGE TRADED FUN

Ownership history in Upper Left Wealth Management, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Upper Left Wealth Management, LLC reported a position in SIMPLIFY EXCHANGE TRADED FUN (CTA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.61% (2025 Q1)
Avg. % of fund
2.07%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 119,077 +10,862 +10.0% 1.98% $3.2M $27.03
2025 Q3 ADDED 108,215 +8,480 +8.5% 1.90% $3.0M $27.43
2025 Q2 REDUCED 99,735 -23,189 -18.9% 1.78% $2.7M $26.03
2025 Q1 INITIATED 122,924 — — 2.61% $3.6M $28.55
% of Fund (quarterly)    CTA price (monthly, adj. close)

Other funds also holding CTA

As of 2025 Q4 — sorted by position size

Boothe Investment Group, Inc. 3Y 7Y 16.86% Independence Wealth Advisors, LLC 13.65% PEAK FINANCIAL ADVISORS LLC 3Y 7.14% PMV Capital Advisers, LLC 6.49% OmniStar Financial Group, Inc. 3Y 7Y 6.02% Aspen Wealth Strategies, LLC 3.83% Longview Financial Advisors, Inc. 3.53% POM Investment Strategies, LLC 3.34% Ferguson Shapiro LLC 3Y 3.23% Altiora Financial Group, LLC 3.12%
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