AWM
CTAP

AE Wealth Management’s Simplify US Equity PLUS Managed Futures Strategy ETF CTAP Stock Holding History

AE Wealth Management’s Portfolio CTAP Stock Details CTAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-155
Closed -$4.15K – 2827
2026
Q1 		$4.15K Buy
+155
New +$4.2K ﹤0.01% 2400

Other funds holding CTAP

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAM
Kensington Asset Management Austin, Texas $1.83B AUM 7.96% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AE Wealth Management's CTAP Position: Q2 2026 in Review

AE Wealth Management sold out of Simplify US Equity PLUS Managed Futures Strategy ETF (CTAP) in Q2 2026, closing a stake of 155 shares — an estimated $4.15K sold.

AE Wealth Management first reported a position in CTAP in Q1 2026 and held it in 1 quarter. The position peaked at $4.15K in Q1 2026. 18 funds tracked by Wall St. Rank hold CTAP as of Q2 2026.

  • AE Wealth Management reported no remaining Simplify US Equity PLUS Managed Futures Strategy ETF position as of Q2 2026 after selling out during the quarter.
  • AE Wealth Management sold 155 Simplify US Equity PLUS Managed Futures Strategy ETF shares in Q2 2026, an estimated $4.15K.
  • AE Wealth Management first reported a position in Simplify US Equity PLUS Managed Futures Strategy ETF in Q1 2026 and held it in 1 quarter.
  • AE Wealth Management's Simplify US Equity PLUS Managed Futures Strategy ETF position peaked at $4.15K in Q1 2026.
  • 18 funds tracked by Wall St. Rank held Simplify US Equity PLUS Managed Futures Strategy ETF as of Q2 2026.

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