Aspen Wealth Strategies LLC Has $7 Million Position in Simplify Managed Futures Strategy ETF $CTA

Aspen Wealth Strategies LLC increased its holdings in shares of Simplify Managed Futures Strategy ETF (NYSEARCA:CTA) by 29.4% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 256,767 shares of the company’s stock after buying an additional 58,394 shares during the quarter. Simplify Managed Futures Strategy ETF accounts for about 3.8% of Aspen Wealth Strategies LLC’s holdings, making the stock its 7th biggest holding. Aspen Wealth Strategies LLC owned approximately 0.59% of Simplify Managed Futures Strategy ETF worth $6,999,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of the business. PFG Advisors bought a new stake in shares of Simplify Managed Futures Strategy ETF during the 4th quarter worth $244,000. Fiscal Wisdom Wealth Management LLC lifted its position in shares of Simplify Managed Futures Strategy ETF by 99.3% during the 4th quarter. Fiscal Wisdom Wealth Management LLC now owns 14,471 shares of the company’s stock worth $394,000 after buying an additional 7,211 shares during the last quarter. TriaGen Wealth Management LLC lifted its position in shares of Simplify Managed Futures Strategy ETF by 13.8% during the 4th quarter. TriaGen Wealth Management LLC now owns 114,909 shares of the company’s stock worth $3,132,000 after buying an additional 13,921 shares during the last quarter. Belpointe Asset Management LLC lifted its position in shares of Simplify Managed Futures Strategy ETF by 5.4% during the 4th quarter. Belpointe Asset Management LLC now owns 200,800 shares of the company’s stock worth $5,474,000 after buying an additional 10,306 shares during the last quarter. Finally, Elevated Capital Advisors LLC lifted its stake in shares of Simplify Managed Futures Strategy ETF by 19.7% in the 4th quarter. Elevated Capital Advisors LLC now owns 332,121 shares of the company’s stock valued at $9,054,000 after acquiring an additional 54,662 shares during the last quarter.

Simplify Managed Futures Strategy ETF Trading Up 2.0%

Shares of CTA opened at $30.32 on Friday. Simplify Managed Futures Strategy ETF has a 52 week low of $26.36 and a 52 week high of $31.28. The stock has a fifty day moving average of $29.86 and a 200-day moving average of $28.41.

Simplify Managed Futures Strategy ETF Increases Dividend

The firm also recently announced a monthly dividend, which was paid on Friday, February 27th. Shareholders of record on Tuesday, February 24th were issued a $0.15 dividend. The ex-dividend date was Tuesday, February 24th. This is an increase from Simplify Managed Futures Strategy ETF’s previous monthly dividend of $0.10. This represents a c) dividend on an annualized basis and a yield of 5.9%.

Simplify Managed Futures Strategy ETF Profile

The Simplify Managed Futures Strategy ETF (CTA) is an exchange-traded fund that mostly invests in global macro alternatives. The fund seeks absolute returns that have low correlation to the equities market. The actively managed fund uses futures in commodity, currency, and fixed income. CTA was launched on Mar 7, 2022 and is managed by Simplify.