B.O.S.S. Retirement Advisors’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

B.O.S.S. Retirement Advisors’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	$3.01M	Buy	116,097 +6,539	+6%	+$194K	0.81%	25
2026 Q1	$3.31M	Buy	109,558 +4,130	+4%	+$120K	1.01%	23
2025 Q4	$2.87M	Buy	105,428 +59,825	+131%	+$1.64M	0.9%	29
2025 Q3	$1.28M	Sell	45,603 -2,369	-5%	-$65.4K	0.31%	64
2025 Q2	$1.28M	Buy	47,972 +26,924	+128%	+$748K	0.32%	67
2025 Q1	$623K	Buy	21,048 +6,595	+46%	+$192K	0.18%	92
2024 Q4	$403K	Buy	+14,453	New	+$392K	0.11%	120

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

B.O.S.S. Retirement Advisors's CTA Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors increased its Simplify Managed Futures Strategy ETF (CTA) stake by 6% in Q2 2026, buying an estimated $194K and bringing the position to 116,097 shares worth $3.01M. The position accounts for 0.81% of the portfolio, ranked #25.

B.O.S.S. Retirement Advisors first reported a position in CTA in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.31M in Q1 2026. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

B.O.S.S. Retirement Advisors held 116,097 shares of Simplify Managed Futures Strategy ETF worth $3.01M as of Q2 2026.
B.O.S.S. Retirement Advisors bought 6,539 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $194K.
Simplify Managed Futures Strategy ETF made up 0.81% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #25 holding.
B.O.S.S. Retirement Advisors first reported a position in Simplify Managed Futures Strategy ETF in Q4 2024 and has held it in 7 quarters since.
B.O.S.S. Retirement Advisors's Simplify Managed Futures Strategy ETF position peaked at $3.31M in Q1 2026.
250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.