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 Q2	$3.34M	Sell	128,615 -98,705	-43%	-$2.93M	0.03%	525
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 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

Atria Investments's CTA Position: Q2 2026 in Review

Atria Investments reduced its Simplify Managed Futures Strategy ETF (CTA) stake by 43% in Q2 2026, selling an estimated $2.93M and leaving 128,615 shares worth $3.34M. The position accounts for 0.03% of the portfolio, ranked #525.

Atria Investments first reported a position in CTA in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.87M in Q1 2026. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

Atria Investments held 128,615 shares of Simplify Managed Futures Strategy ETF worth $3.34M as of Q2 2026.
Atria Investments sold 98,705 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $2.93M.
Simplify Managed Futures Strategy ETF made up 0.03% of Atria Investments's portfolio in Q2 2026, its #525 holding.
Atria Investments first reported a position in Simplify Managed Futures Strategy ETF in Q2 2024 and has held it in 9 quarters since.
Atria Investments's Simplify Managed Futures Strategy ETF position peaked at $6.87M in Q1 2026.
250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.