AWM
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Axxcess Wealth Management’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Axxcess Wealth Management’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 		$1.59M Buy
+61,210
New +$1.82M 0.03% 431
2026
Q1 		– Sell
-62,593
Closed -$1.71M – 505
2025
Q4 		$1.71M Buy
+62,593
New +$1.72M 0.03% 401
2025
Q1 		– Sell
-10,204
Closed -$285K – 861
2024
Q4 		$285K Sell
10,204
-31
-0.3% -$841 0.01% 686
2024
Q3 		$266K Buy
+10,235
New +$268K 0.01% 729

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

Axxcess Wealth Management's CTA Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Simplify Managed Futures Strategy ETF (CTA) in Q2 2026: 61,210 shares worth $1.59M. The stake represents 0.03% of the portfolio and ranks #431 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in CTA as recently as Q4 2025.

Axxcess Wealth Management first reported a position in CTA in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.71M in Q4 2025. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • Axxcess Wealth Management held 61,210 shares of Simplify Managed Futures Strategy ETF worth $1.59M as of Q2 2026.
  • Simplify Managed Futures Strategy ETF was a new Axxcess Wealth Management position in Q2 2026.
  • Simplify Managed Futures Strategy ETF made up 0.03% of Axxcess Wealth Management's portfolio in Q2 2026, its #431 holding.
  • Axxcess Wealth Management first reported a position in Simplify Managed Futures Strategy ETF in Q3 2024 and has held it in 4 quarters since.
  • Axxcess Wealth Management's Simplify Managed Futures Strategy ETF position peaked at $1.71M in Q4 2025.
  • 250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.