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Atria Investments’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Atria Investments’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
Q1 		$6.87M Buy
227,320
+51,355
+29% +$1.49M 0.08% 285
2025
Q4 		$4.8M Sell
175,965
-32,309
-16% -$887K 0.05% 383
2025
Q3 		$5.83M Sell
208,274
-5,873
-3% -$162K 0.07% 338
2025
Q2 		$5.73M Buy
214,147
+37,344
+21% +$1.04M 0.07% 338
2025
Q1 		$5.23M Buy
176,803
+63,972
+57% +$1.86M 0.07% 357
2024
Q4 		$3.15M Sell
112,831
-7,465
-6% -$203K 0.04% 510
2024
Q3 		$3.13M Buy
120,296
+108,724
+940% +$2.85M 0.04% 513
2024
Q2 		$312K Buy
+11,572
New +$312K ﹤0.01% 1566

Other funds holding CTA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.16B AUM 23.26% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
IWAO
Independence Wealth Advisors (Ohio) Independence, Ohio $188M AUM
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return