Action Point Financial Planning’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Action Point Financial Planning’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	$435K	Buy	+16,803	New	+$499K	0.04%	284

Other funds holding CTA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Action Point Financial Planning's CTA Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Simplify Managed Futures Strategy ETF (CTA) in Q2 2026: 16,803 shares worth $435K. The stake represents 0.04% of the portfolio and ranks #284 among its holdings.

249 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

Action Point Financial Planning held 16,803 shares of Simplify Managed Futures Strategy ETF worth $435K as of Q2 2026.
Simplify Managed Futures Strategy ETF was a new Action Point Financial Planning position in Q2 2026.
Simplify Managed Futures Strategy ETF made up 0.04% of Action Point Financial Planning's portfolio in Q2 2026, its #284 holding.
249 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.