Axim Planning & Wealth’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Axim Planning & Wealth’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	$365K	Sell	14,061 -1,920	-12%	-$57K	0.51%	50
2026 Q1	$483K	Buy	15,981 +3,330	+26%	+$96.8K	0.59%	30
2025 Q4	$345K	Sell	12,651 -1,220	-9%	-$33.5K	0.36%	44
2025 Q3	$388K	Sell	13,871 -13,320	-49%	-$368K	0.31%	40
2025 Q2	$727K	Buy	27,191 +14,569	+115%	+$405K	0.66%	10
2025 Q1	$374K	Buy	+12,622	New	+$367K	0.33%	13

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

Axim Planning & Wealth's CTA Position: Q2 2026 in Review

Axim Planning & Wealth reduced its Simplify Managed Futures Strategy ETF (CTA) stake by 12% in Q2 2026, selling an estimated $57K and leaving 14,061 shares worth $365K. The position accounts for 0.51% of the portfolio, ranked #50.

Axim Planning & Wealth first reported a position in CTA in Q1 2025 and has held it in 6 quarters since. The position peaked at $727K in Q2 2025. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

Axim Planning & Wealth held 14,061 shares of Simplify Managed Futures Strategy ETF worth $365K as of Q2 2026.
Axim Planning & Wealth sold 1,920 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $57K.
Simplify Managed Futures Strategy ETF made up 0.51% of Axim Planning & Wealth's portfolio in Q2 2026, its #50 holding.
Axim Planning & Wealth first reported a position in Simplify Managed Futures Strategy ETF in Q1 2025 and has held it in 6 quarters since.
Axim Planning & Wealth's Simplify Managed Futures Strategy ETF position peaked at $727K in Q2 2025.
250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.