Acumen Wealth Advisors’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Acumen Wealth Advisors’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	$130	Buy	+5	New	+$148	﹤0.01%	478

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

Acumen Wealth Advisors's CTA Position: Q2 2026 in Review

Acumen Wealth Advisors opened a new position in Simplify Managed Futures Strategy ETF (CTA) in Q2 2026: 5 shares worth $130. The stake represents ﹤0.01% of the portfolio and ranks #478 among its holdings.

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

Acumen Wealth Advisors held 5 shares of Simplify Managed Futures Strategy ETF worth $130 as of Q2 2026.
Simplify Managed Futures Strategy ETF was a new Acumen Wealth Advisors position in Q2 2026.
Simplify Managed Futures Strategy ETF made up ﹤0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #478 holding.
249 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.