Pfg Advisors Simplify Exch Traded Fds Simpl Transaction History

Pfg Advisors

$1.92 Billion
Q4 2025

A detailed history of Pfg Advisors transactions in Simplify Exch Traded Fds Simpl stock. As of the latest transaction made, Pfg Advisors holds 8,946 shares of CTA stock, worth $243,957. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,946

Holding current value

$243,957

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 27, 2026	BUY	$26.88 - $29.21 $240,468 - $261,312	8,946 New	8,946 $243,000

Others Institutions Holding CTA

# of Institutions

204

Shares Held

31.1M

Call Options Held

Put Options Held

Cwm, LLC

2.94M
Shares

$80.2 Million
0.22% of portfolio
Wealth Enhancement Advisory Services, LLC

2.89M
Shares

$78.9 Million
0.12% of portfolio
Boothe Investment Group, Inc. Dover, DE

1.57M
Shares

$42.9 Million
18.37% of portfolio
Ae Wealth Management LLC

978K
Shares

$26.7 Million
0.18% of portfolio
Bank Of America Corp Charlotte, NC

924K
Shares

$25.2 Million
0.0% of portfolio

View Full List

About SIMPLIFY EXCH TRADED FDS SIMPL

Ticker CTA
Sector ETFs
Industry ETFs

More about CTA

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