B. Riley Wealth Advisors’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

B. Riley Wealth 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
2025 Q2	–	Sell	-40,587	Closed	-$1.2M	–	1105
2025 Q1	$1.2M	Buy	+40,587	New	+$1.18M	0.04%	445

Other funds holding CTA

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PFA

Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return

B. Riley Wealth Advisors's CTA Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Simplify Managed Futures Strategy ETF (CTA) in Q2 2025, closing a stake of 40,587 shares — an estimated $1.2M sold.

B. Riley Wealth Advisors first reported a position in CTA in Q1 2025 and held it in 1 quarter. The position peaked at $1.2M in Q1 2025. 192 funds tracked by Wall St. Rank hold CTA as of Q2 2025.

B. Riley Wealth Advisors reported no remaining Simplify Managed Futures Strategy ETF position as of Q2 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 40,587 Simplify Managed Futures Strategy ETF shares in Q2 2025, an estimated $1.2M.
B. Riley Wealth Advisors first reported a position in Simplify Managed Futures Strategy ETF in Q1 2025 and held it in 1 quarter.
B. Riley Wealth Advisors's Simplify Managed Futures Strategy ETF position peaked at $1.2M in Q1 2025.
192 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.