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CTACTA
Showing 8 of 12 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in SIMPLIFY EXCHANGE TRADED FUN

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 3.1M shares of CTA (SIMPLIFY EXCHANGE TRADED FUN), worth $75.4M as of 2026-Q2. The position was increased (+47.2% shares). CTA represents 0.1% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$75.4M

Current Shares

3.1M

Total Value Change

+$75.1M

Total Shares Change

+3.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
3.1M
+47.2%
$75.4M0.1%$25.81
49
2026-Q1
Decreased
2.1M
-27.2%
$59.8M0.1%$29.63
0
2025-Q4
Increased
2.9M
+25.7%
$80.2M0.1%$26.36
44
2025-Q3
Increased
2.3M
+2620.3%
$64.9M0.1%$26.75
48
2025-Q2
Increased
84,576
+151.4%
$2.3M0.0%$25.39
42
2025-Q1
Increased
33,641
+224.0%
$995,7750.0%$27.85
40
2024-Q4
Decreased
10,384
-13.5%
$289,6100.0%$26.13
0
2024-Q3
Increased
12,001
+16.8%
$312,0260.0%$23.74
27

Other major holders of CTA: BANK OF AMERICA CORP /DE/, CITIGROUP INC

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