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CTACTA
12 quarters

Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in SIMPLIFY EXCHANGE TRADED FUN

OSAIC HOLDINGS, INC. holds 391,186 shares of CTA (SIMPLIFY EXCHANGE TRADED FUN), worth $10.1M as of 2026-Q2. The position was increased (+105.2% shares). CTA represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$10.1M

Current Shares

391,186

Total Value Change

+$10.1M

Total Shares Change

+390,950

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
391,186
+105.2%
$10.1M0.0%$25.81
45
2026-Q1
Decreased
190,670
-19.6%
$5.8M0.0%$29.63
0
2025-Q4
Decreased
237,069
-9.1%
$6.5M0.0%$26.36
0
2025-Q3
Increased
260,864
+11.4%
$7.3M0.0%$26.75
30
2025-Q2
Increased
234,131
+204.2%
$6.3M0.0%$25.39
44
2025-Q1
Increased
76,965
+526.8%
$2.3M0.0%$27.85
42
2024-Q4
Increased
12,280
+6.8%
$342,4820.0%$26.13
25
2024-Q3
Decreased
11,499
-32.6%
$298,9630.0%$23.74
0
2024-Q2
Increased
17,068
+507.6%
$459,4690.0%$24.29
39
2024-Q1
New
2,809
-
$70,0830.0%$22.39
29
2023-Q4
Exited
0
-100.0%
$00.0%$21.05
0
2023-Q3
New
236
-
$6,5010.0%$22.98
24

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

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