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Ausdal Financial Partners’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Ausdal Financial Partners’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 		$364K Sell
14,022
-3,697
-21% -$110K 0.01% 754
2026
Q1 		$535K Buy
17,719
+4,302
+32% +$125K 0.02% 566
2025
Q4 		$366K Buy
13,417
+2,085
+18% +$57.3K 0.02% 656
2025
Q3 		$317K Buy
+11,332
New +$313K 0.02% 708

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

Ausdal Financial Partners's CTA Position: Q2 2026 in Review

Ausdal Financial Partners reduced its Simplify Managed Futures Strategy ETF (CTA) stake by 21% in Q2 2026, selling an estimated $110K and leaving 14,022 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #754.

Ausdal Financial Partners first reported a position in CTA in Q3 2025 and has held it in 4 quarters since. The position peaked at $535K in Q1 2026. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • Ausdal Financial Partners held 14,022 shares of Simplify Managed Futures Strategy ETF worth $364K as of Q2 2026.
  • Ausdal Financial Partners sold 3,697 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $110K.
  • Simplify Managed Futures Strategy ETF made up 0.01% of Ausdal Financial Partners's portfolio in Q2 2026, its #754 holding.
  • Ausdal Financial Partners first reported a position in Simplify Managed Futures Strategy ETF in Q3 2025 and has held it in 4 quarters since.
  • Ausdal Financial Partners's Simplify Managed Futures Strategy ETF position peaked at $535K in Q1 2026.
  • 250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.