Altiora Financial Group’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Altiora Financial Group’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	$13.1M	Sell	503,393 -127,001	-20%	-$3.77M	2.06%	12
2026 Q1	$19.1M	Sell	630,394 -34,063	-5%	-$990K	3.14%	8
2025 Q4	$18.1M	Buy	664,457 +173,179	+35%	+$4.76M	3.12%	8
2025 Q3	$13.7M	Buy	491,278 +95,445	+24%	+$2.64M	2.51%	11
2025 Q2	$10.6M	Buy	395,833 +3,573	+0.9%	+$99.3K	2.07%	13
2025 Q1	$11.6M	Buy	392,260 +110,629	+39%	+$3.21M	2.47%	11
2024 Q4	$7.85M	Buy	281,631 +159,961	+131%	+$4.34M	1.71%	16
2024 Q3	$3.16M	Buy	+121,670	New	+$3.19M	0.7%	26

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

Altiora Financial Group's CTA Position: Q2 2026 in Review

Altiora Financial Group reduced its Simplify Managed Futures Strategy ETF (CTA) stake by 20% in Q2 2026, selling an estimated $3.77M and leaving 503,393 shares worth $13.1M. The position accounts for 2.06% of the portfolio, ranked #12.

Altiora Financial Group first reported a position in CTA in Q3 2024 and has held it in 8 quarters since. The position peaked at $19.1M in Q1 2026. 251 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

Altiora Financial Group held 503,393 shares of Simplify Managed Futures Strategy ETF worth $13.1M as of Q2 2026.
Altiora Financial Group sold 127,001 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $3.77M.
Simplify Managed Futures Strategy ETF made up 2.06% of Altiora Financial Group's portfolio in Q2 2026, its #12 holding.
Altiora Financial Group first reported a position in Simplify Managed Futures Strategy ETF in Q3 2024 and has held it in 8 quarters since.
Altiora Financial Group's Simplify Managed Futures Strategy ETF position peaked at $19.1M in Q1 2026.
251 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Altiora Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.