Number of Shares
192,050.00
Current Holdings Value*
$5.68 Mil
% of Portfolio
1.59%
Total Estimate Gain
$-162,494.51
% of Total Estimate Gain
-2.96%

Elevated Capital Advisors, LLC's Simplify Managed Futures Strategy ETF Holding Summary

As of 2025-06-30, Elevated Capital Advisors, LLC held 192,050.00 shares of Simplify Managed Futures Strategy ETF(CTA), totaling $5.68 Mil. This investment constitutes 1.59% of their stock portfolio, and Elevated Capital Advisors, LLC now holds 0.49% of the outstanding Simplify Managed Futures Strategy ETF(CTA) stock.

The initial trade took place in 2024Q4. And since then Elevated Capital Advisors, LLC has made 2 purchases of CTA, at an average price of $28.61, for a total of 192,050.00 shares. Based on historical transaction data and CTA's current price of $27.76, Elevated Capital Advisors, LLC's estimated gain on his CTA holdings is $-162,494.51, reflecting a -2.96% gain to date.

Elevated Capital Advisors, LLC CTA ($27.76) Holding Chart

Elevated Capital Advisors, LLC CTA ($27.76) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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