Advisor OS’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Advisor OS’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 Q3	$340K	Buy	+11,802	New	+$328K	0.02%	396

Other funds holding CTA

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Boothe Investment Group Dover, Delaware $351M AUM 22.36% 1-Year Est. Return

IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return

Independence Wealth Advisors (Ohio) Independence, Ohio $211M AUM 16.79% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Advisor OS's CTA Position: Q3 2026 in Review

Advisor OS opened a new position in Simplify Managed Futures Strategy ETF (CTA) in Q3 2026: 11,802 shares worth $340K. The stake represents 0.02% of the portfolio and ranks #396 among its holdings.

137 funds tracked by Wall St. Rank hold CTA as of Q3 2026.

Advisor OS held 11,802 shares of Simplify Managed Futures Strategy ETF worth $340K as of Q3 2026.
Simplify Managed Futures Strategy ETF was a new Advisor OS position in Q3 2026.
Simplify Managed Futures Strategy ETF made up 0.02% of Advisor OS's portfolio in Q3 2026, its #396 holding.
137 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q3 2026.

Based on Advisor OS's 13F filing for Q3 2026, filed 3 Nov 2026.