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CTACTA
3 quarters

Position history for ASSETMARK, INCASSETMARK, INC's holdings in SIMPLIFY EXCHANGE TRADED FUN

ASSETMARK, INC holds 620,809 shares of CTA (SIMPLIFY EXCHANGE TRADED FUN), worth $16.1M as of 2026-Q2. The position was increased (+18.0% shares). CTA represents 0.0% of ASSETMARK, INC's portfolio.

Current Value

$16.1M

Current Shares

620,809

Total Value Change

+$730,699

Total Shares Change

+56,866

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
620,809
+18.0%
$16.1M0.0%$25.81
33
2026-Q1
Decreased
526,114
-6.7%
$15.9M0.0%$29.63
0
2025-Q4
New
563,943
-
$15.4M0.0%$26.36
39

Other major holders of CTA: BANK OF AMERICA CORP /DE/, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

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