Archford Capital Strategies’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Archford Capital Strategies’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	$257K	Sell	9,903 -494	-5%	-$14.7K	0.03%	322
2026 Q1	$314K	Sell	10,397 -154,348	-94%	-$4.49M	0.04%	277
2025 Q4	$4.49M	Buy	164,745 +325	+0.2%	+$8.92K	0.52%	45
2025 Q3	$4.6M	Buy	164,420 +1,503	+0.9%	+$41.5K	0.55%	45
2025 Q2	$4.36M	Buy	162,917 +4,916	+3%	+$137K	0.56%	43
2025 Q1	$4.68M	Buy	+158,001	New	+$4.59M	0.69%	38

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

Archford Capital Strategies's CTA Position: Q2 2026 in Review

Archford Capital Strategies reduced its Simplify Managed Futures Strategy ETF (CTA) stake by 4.8% in Q2 2026, selling an estimated $14.7K and leaving 9,903 shares worth $257K. The position accounts for 0.03% of the portfolio, ranked #322.

Archford Capital Strategies first reported a position in CTA in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.68M in Q1 2025. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

Archford Capital Strategies held 9,903 shares of Simplify Managed Futures Strategy ETF worth $257K as of Q2 2026.
Archford Capital Strategies sold 494 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $14.7K.
Simplify Managed Futures Strategy ETF made up 0.03% of Archford Capital Strategies's portfolio in Q2 2026, its #322 holding.
Archford Capital Strategies first reported a position in Simplify Managed Futures Strategy ETF in Q1 2025 and has held it in 6 quarters since.
Archford Capital Strategies's Simplify Managed Futures Strategy ETF position peaked at $4.68M in Q1 2025.
250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.