Arax Advisory Partners’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Arax Advisory Partners’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	$4.12K	Buy	+159	New	+$4.72K	﹤0.01%	4647
2026 Q1	–	Sell	-159	Closed	-$4.33K	–	3913
2025 Q4	$4.33K	Buy	+159	New	+$4.37K	﹤0.01%	2928

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

Arax Advisory Partners's CTA Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in Simplify Managed Futures Strategy ETF (CTA) in Q2 2026: 159 shares worth $4.12K. The stake represents ﹤0.01% of the portfolio and ranks #4647 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in CTA as recently as Q4 2025.

Arax Advisory Partners first reported a position in CTA in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.33K in Q4 2025. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

Arax Advisory Partners held 159 shares of Simplify Managed Futures Strategy ETF worth $4.12K as of Q2 2026.
Simplify Managed Futures Strategy ETF was a new Arax Advisory Partners position in Q2 2026.
Simplify Managed Futures Strategy ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #4647 holding.
Arax Advisory Partners first reported a position in Simplify Managed Futures Strategy ETF in Q4 2025 and has held it in 2 quarters since.
Arax Advisory Partners's Simplify Managed Futures Strategy ETF position peaked at $4.33K in Q4 2025.
250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.