A detailed history of Ethos Financial Group, LLC transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Ethos Financial Group, LLC holds 14,234 shares of CTA stock, worth $388,161. This represents 0.03% of its overall portfolio holdings.

Number of Shares
14,234
Previous 140,197 89.85%
Holding current value
$388,161
Previous $3.92 Million 90.1%
% of portfolio
0.03%
Previous 0.36%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026

SELL
$26.88 - $29.21 $3.39 Million - $3.68 Million
-125,963 Reduced 89.85%
14,234 $388,000
Q3 2025

Oct 23, 2025

BUY
$26.46 - $28.43 $116,582 - $125,262
4,406 Added 3.24%
140,197 $3.92 Million
Q2 2025

Aug 06, 2025

BUY
$26.61 - $29.9 $381,188 - $428,317
14,325 Added 11.79%
135,791 $3.63 Million
Q4 2024

Feb 06, 2025

BUY
$25.8 - $28.97 $3.13 Million - $3.52 Million
121,466 New
121,466 $3.39 Million

Others Institutions Holding CTA

About SIMPLIFY EXCH TRADED FDS SIMPL


  • Ticker CTA
  • Sector ETFs
  • Industry ETFs
More about CTA
Track This Portfolio

Track Ethos Financial Group, LLC Portfolio

Follow Ethos Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ethos Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ethos Financial Group, LLC with notifications on news.