Apollon Wealth Management’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Apollon Wealth Management’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	$1.33M	Sell	51,114 -47,181	-48%	-$1.4M	0.02%	624
2026 Q1	$2.97M	Buy	98,295 +52,791	+116%	+$1.53M	0.05%	301
2025 Q4	$1.24M	Buy	45,504 +3,635	+9%	+$99.8K	0.02%	503
2025 Q3	$1.17M	Sell	41,869 -41,996	-50%	-$1.16M	0.02%	524
2025 Q2	$2.24M	Buy	83,865 +15,316	+22%	+$426K	0.04%	342
2025 Q1	$2.03M	Buy	+68,549	New	+$1.99M	0.04%	331

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

Apollon Wealth Management's CTA Position: Q2 2026 in Review

Apollon Wealth Management reduced its Simplify Managed Futures Strategy ETF (CTA) stake by 48% in Q2 2026, selling an estimated $1.4M and leaving 51,114 shares worth $1.33M. The position accounts for 0.02% of the portfolio, ranked #624.

Apollon Wealth Management first reported a position in CTA in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.97M in Q1 2026. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

Apollon Wealth Management held 51,114 shares of Simplify Managed Futures Strategy ETF worth $1.33M as of Q2 2026.
Apollon Wealth Management sold 47,181 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $1.4M.
Simplify Managed Futures Strategy ETF made up 0.02% of Apollon Wealth Management's portfolio in Q2 2026, its #624 holding.
Apollon Wealth Management first reported a position in Simplify Managed Futures Strategy ETF in Q1 2025 and has held it in 6 quarters since.
Apollon Wealth Management's Simplify Managed Futures Strategy ETF position peaked at $2.97M in Q1 2026.
250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.