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

Aries 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 		$1.03M Buy
39,856
+1,350
+4% +$40.1K 0.2% 96
2026
Q1 		$1.16M Sell
38,506
-1,800
-4% -$52.3K 0.26% 84
2025
Q4 		$1.1M Sell
40,306
-14,785
-27% -$406K 0.24% 89
2025
Q3 		$1.54M Sell
55,091
-390
-0.7% -$10.8K 0.36% 68
2025
Q2 		$1.48M Buy
55,481
+4,206
+8% +$117K 0.39% 67
2025
Q1 		$1.52M Buy
51,275
+40
+0.1% +$1.16K 0.41% 62
2024
Q4 		$1.43M Buy
51,235
+6,800
+15% +$184K 0.39% 62
2024
Q3 		$1.16M Buy
44,435
+3,700
+9% +$97K 0.32% 79
2024
Q2 		$1.1M Buy
40,735
+1,330
+3% +$35.9K 0.35% 72
2024
Q1 		$983K Buy
39,405
+85
+0.2% +$2.09K 0.32% 82
2023
Q4 		$928K Buy
39,320
+7,000
+22% +$183K 0.33% 78
2023
Q3 		$861K Buy
32,320
+10,220
+46% +$266K 0.34% 78
2023
Q2 		$564K Sell
22,100
-1,420
-6% -$35.4K 0.22% 105
2023
Q1 		$551K Sell
23,520
-215
-0.9% -$5.46K 0.23% 106
2022
Q4 		$617K Buy
23,735
+4,115
+21% +$116K 0.27% 97
2022
Q3 		$583K Buy
+19,620
New +$570K 0.26% 94

Other funds holding CTA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Citigroup
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Aries Wealth Management increased its Simplify Managed Futures Strategy ETF (CTA) stake by 3.5% in Q2 2026, buying an estimated $40.1K and bringing the position to 39,856 shares worth $1.03M. The position accounts for 0.2% of the portfolio, ranked #96.

Aries Wealth Management first reported a position in CTA in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.54M in Q3 2025. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • Aries Wealth Management held 39,856 shares of Simplify Managed Futures Strategy ETF worth $1.03M as of Q2 2026.
  • Aries Wealth Management bought 1,350 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $40.1K.
  • Simplify Managed Futures Strategy ETF made up 0.2% of Aries Wealth Management's portfolio in Q2 2026, its #96 holding.
  • Aries Wealth Management first reported a position in Simplify Managed Futures Strategy ETF in Q3 2022 and has held it in 16 quarters since.
  • Aries Wealth Management's Simplify Managed Futures Strategy ETF position peaked at $1.54M in Q3 2025.
  • 250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.