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Atomi Financial Group’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Atomi Financial Group’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 		$12M Buy
463,212
+91,579
+25% +$2.72M 0.31% 64
2026
Q1 		$11.2M Buy
371,633
+432
+0.1% +$12.6K 0.34% 59
2025
Q4 		$10.1M Buy
371,201
+67,531
+22% +$1.85M 0.3% 63
2025
Q3 		$8.49M Buy
+303,670
New +$8.38M 0.27% 67

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

Atomi Financial Group's CTA Position: Q2 2026 in Review

Atomi Financial Group increased its Simplify Managed Futures Strategy ETF (CTA) stake by 25% in Q2 2026, buying an estimated $2.72M and bringing the position to 463,212 shares worth $12M. The position accounts for 0.31% of the portfolio, ranked #64.

Atomi Financial Group first reported a position in CTA in Q3 2025 and has held it in 4 quarters since. 251 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • Atomi Financial Group held 463,212 shares of Simplify Managed Futures Strategy ETF worth $12M as of Q2 2026.
  • Atomi Financial Group bought 91,579 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $2.72M.
  • Simplify Managed Futures Strategy ETF made up 0.31% of Atomi Financial Group's portfolio in Q2 2026, its #64 holding.
  • Atomi Financial Group first reported a position in Simplify Managed Futures Strategy ETF in Q3 2025 and has held it in 4 quarters since.
  • 251 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.