Question 1

How many shares of CTA does &PARTNERS own?

Accepted Answer

As of 2026-Q2, &PARTNERS holds 447,318 shares of CTA (SIMPLIFY EXCHANGE TRADED FUN).

Question 2

What is &PARTNERS's CTA position worth?

Accepted Answer

As of 2026-Q2, &PARTNERS's CTA position is worth $11.5M.

Question 3

Is &PARTNERS buying or selling CTA?

Accepted Answer

In 2026-Q2, &PARTNERS decreased their CTA position (-8.4% change in shares).

Question 4

When did &PARTNERS first buy CTA?

Accepted Answer

Based on available 13F filings, &PARTNERS first reported a position in CTA in 2024-Q4. They have held the position across 7 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	447,318	-8.4%	$11.5M	0.0%	$25.81	0
2026-Q1	Increased	488,589	+3.3%	$14.8M	0.1%	$29.63	29
2025-Q4	Increased	472,825	+4691.0%	$12.9M	0.1%	$26.36	45
2025-Q3	Increased	9,869	+1.4%	$274,140	0.0%	$26.75	24
2025-Q2	New	9,728	-	$260,139	0.0%	$25.39	32
2025-Q1	Exited	0	-100.0%	$0	0.0%	$27.85	0
2024-Q4	New	7,955	-	$222,178	0.0%	$26.13	32

CTA7 quarters

CTA
7 quarters