| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph C. Gissy Tactive Advisors, LLC | 109,411 | $2.89M | $2.99M | $102,298.79 | 3.54% |
| LGP Larry G. Peery II Magnolia Private Wealth LLC | 15,603 | $417,890 | $425,337.78 | $7,447.78 | 1.78% |
| ARCA Exchange | US Country |
The Simplify US Equity PLUS Managed Futures Strategy ETF (CTAP) aims to achieve long-term capital appreciation through a strategic combination of investments. The ETF combines 100% exposure to large-cap U.S. equities with an equal level of exposure to a systematically managed futures strategy. This dual approach is designed to fulfill two primary objectives: to enhance returns by leveraging a complementary strategy that historically exhibits low correlations with equities, thereby offering protection during market downturns, and to increase capital efficiency by allowing full exposure to both asset classes without necessitating additional capital investment.
This product involves investing in shares of well-established companies listed in the U.S. stock market. These equities are typically characterized by their large market capitalization and stability, which provides a solid foundation for growth and potential long-term capital appreciation.
This investment approach focuses on trading futures contracts across various asset classes such as commodities, currencies, and interest rates, utilizing systematic strategies that rely on algorithmic predictions. This service aims to generate returns that are relatively independent of the equity market movements, enhancing portfolio diversification and resilience during market volatility.