Ameritas Advisory Services’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Ameritas Advisory Services’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	$2.44M	Buy	+94,184	New	+$2.79M	0.05%	322
2025 Q4	–	Sell	-543	Closed	-$15.2K	–	1174
2025 Q3	$15.2K	Sell	543 -1,899	-78%	-$52.4K	﹤0.01%	1526
2025 Q2	$65.3K	Buy	+2,442	New	+$67.8K	﹤0.01%	1184
2023 Q3	–	Sell	-11,299	Closed	-$290K	–	812
2023 Q2	$290K	Sell	11,299 -20,469	-64%	-$510K	0.04%	412
2023 Q1	$746K	Sell	31,768 -30,907	-49%	-$785K	0.04%	376
2022 Q4	$1.63M	Buy	+62,675	New	+$1.77M	0.08%	252

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

Ameritas Advisory Services's CTA Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in Simplify Managed Futures Strategy ETF (CTA) in Q2 2026: 94,184 shares worth $2.44M. The stake represents 0.05% of the portfolio and ranks #322 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in CTA as recently as Q3 2025.

Ameritas Advisory Services first reported a position in CTA in Q4 2022 and has held it in 6 quarters since. 251 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

Ameritas Advisory Services held 94,184 shares of Simplify Managed Futures Strategy ETF worth $2.44M as of Q2 2026.
Simplify Managed Futures Strategy ETF was a new Ameritas Advisory Services position in Q2 2026.
Simplify Managed Futures Strategy ETF made up 0.05% of Ameritas Advisory Services's portfolio in Q2 2026, its #322 holding.
Ameritas Advisory Services first reported a position in Simplify Managed Futures Strategy ETF in Q4 2022 and has held it in 6 quarters since.
251 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.