— Know what they know.
Not Investment Advice

CTAP

Simplify US Equity PLUS Managed Futures Strategy ETF
1W: -6.3% 1M: -7.1% 3M: +1.6% YTD: +2.7%
$26.22
+0.11 (+0.44%)
After Hours: $25.98 (-0.24, -0.91%)
ETF AMEX · AUM $66.2M
ETF-Level Metrics
AUM$66M
Holdings2
Top 10 Wt74.0%
Beta
% Profitable—%
Coverage—%
Portfolio Valuation
P/E
P/B
P/S
EV/EBITDA
P/FCF
PEG
Profitability & Returns
Gross Margin—%
Net Margin—%
ROE—%
ROA—%
ROIC—%
Div Yield—%
Leverage & Liquidity
Debt/Equity
Debt/Assets
Net Debt/EBITDA—x
Interest Cov—x
Current Ratio
Quick Ratio
Growth (YoY)
Revenue—%
Net Income—%
EPS—%
FCF—%
EBITDA—%
Rev CAGR 3Y—%
Quality Scores
Piotroski F
Altman Z
IS Quality
IS Overall
IS Value
Median P/E

Sector Breakdown

2 sectors
Sector # Holdings Total Weight % Avg P/E
Financial Services 2 74.0%
Other 33 57.5%

Smart Money Overlap

0 holdings with signals
No holdings with active convergence signals
Showing 35 of 35 holdings · Page 1 of 1
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 TRSBA0002 Private 74.68% $94.0M 3,100,000
2 ISHARES CORE S+P 500 ETF IVV 70.31% $88.5M 133,924 $705.8B Financial Services
3 S&P500 EMINI FUT JUN26 Private 31.48% $39.6M 119
4 TRSBA0001 Private 8.31% $10.5M 345,000
5 B 6/9/26 Govt Bond 5.12% $6.4M 6,500,000
6 B 7/7/26 Govt Bond 4.01% $5.0M 5,100,000
7 B 5/14/26 Govt Bond 3.95% $5.0M 5,000,000
8 B 6/23/26 Govt Bond 3.93% $5.0M 5,000,000
9 SIMPLIFY E SIMPLIFY MGD FUTURES STR CTA 3.65% $4.6M 151,381 $1.4B Financial Services
10 TRSCI0006 Private 3.61% $4.5M 150,000
11 Cash Cash 2.52% $3.2M 3,178,138
12 TRSCI0007 Private 2.41% $3.0M 100,000
13 CTABA1TRS Private 2.27% $2.9M 94,020
14 TRSCI0001 Private 1.69% $2.1M 70,000
15 TRSCI0002 Private 1.04% $1.3M 43,000
16 TRSCI0003 Private 0.96% $1.2M 40,000
17 CTACI3TRS Private 0.63% $788,580 26,000
18 CTACI5TRS Private 0.60% $758,250 25,000
19 CTACI6TRS Private 0.60% $758,250 25,000
20 B 05/26/26 Govt Bond 0.59% $744,975 750,000
21 CTACI2TRS Private 0.57% $712,755 23,500
22 CTACI1TRS Private 0.55% $697,590 23,000
23 CTACI4TRS Private 0.50% $627,831 20,700
24 B 4/7/26 Govt Bond 0.48% $598,916 600,000
25 B 5/5/26 Govt Bond 0.32% $398,150 400,000
26 CTASOFR+75BULET01122 Private -0.51% $-640,647 -640,647
27 CTASOF+75BULET020827 Private -0.88% $-1,111,200 -1,111,200
28 CTASFR+75BULET020827 Private -0.94% $-1,186,370 -1,186,370
29 CTASOFR+75 BULET0208 Private -1.54% $-1,934,100 -1,934,100
30 TRSCTASOFR+148BULET0 Private -1.99% $-2,505,830 -2,505,830
31 TRSCI0007 00001 Private -2.39% $-3,008,000 -3,008,000
32 CTASOF+75BULET011227 Private -2.59% $-3,266,034 -3,266,034
33 TRSCI0006 00001 Private -3.59% $-4,521,000 -4,521,000
34 CTASOF+85 BULET02082 Private -7.68% $-9,674,937 -9,674,937
35 TRSBA0002 00001 Private -71.17% $-89,601,597 -89,601,597

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms