AWM
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Able Wealth Management’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Able Wealth Management’s Portfolio CTA Stock Details CTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$293K Sell
11,304
-5,597
-33% -$166K 0.07% 110
2026
Q1 		$511K Sell
16,901
-1,227
-7% -$35.7K 0.14% 81
2025
Q4 		$494K Sell
18,128
-2,439
-12% -$67K 0.16% 75
2025
Q3 		$575K Buy
20,567
+7,005
+52% +$193K 0.22% 66
2025
Q2 		$363K Buy
+13,562
New +$377K 0.18% 77
2024
Q1 		– Sell
-117
Closed -$2.76K – 175
2023
Q4 		$2.76K Buy
+117
New +$3.06K ﹤0.01% 414

Other funds holding CTA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
IWAO
Independence Wealth Advisors (Ohio) Independence, Ohio $199M AUM
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Able Wealth Management's CTA Position: Q2 2026 in Review

Able Wealth Management reduced its Simplify Managed Futures Strategy ETF (CTA) stake by 33% in Q2 2026, selling an estimated $166K and leaving 11,304 shares worth $293K. The position accounts for 0.07% of the portfolio, ranked #110.

Able Wealth Management first reported a position in CTA in Q4 2023 and has held it in 6 quarters since. The position peaked at $575K in Q3 2025. 251 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • Able Wealth Management held 11,304 shares of Simplify Managed Futures Strategy ETF worth $293K as of Q2 2026.
  • Able Wealth Management sold 5,597 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $166K.
  • Simplify Managed Futures Strategy ETF made up 0.07% of Able Wealth Management's portfolio in Q2 2026, its #110 holding.
  • Able Wealth Management first reported a position in Simplify Managed Futures Strategy ETF in Q4 2023 and has held it in 6 quarters since.
  • Able Wealth Management's Simplify Managed Futures Strategy ETF position peaked at $575K in Q3 2025.
  • 251 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.