Baird Financial Group’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Baird Financial Group’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	$2.19M	Buy	84,463 +17,337	+26%	+$514K	﹤0.01%	1075
2026 Q1	$2.03M	Sell	67,126 -92,000	-58%	-$2.68M	﹤0.01%	1038
2025 Q4	$4.34M	Buy	159,126 +67,613	+74%	+$1.86M	0.01%	778
2025 Q3	$2.56M	Buy	91,513 +16,681	+22%	+$461K	﹤0.01%	964
2025 Q2	$2M	Buy	74,832 +46,482	+164%	+$1.29M	﹤0.01%	1018
2025 Q1	$839K	Buy	+28,350	New	+$824K	﹤0.01%	1236

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

Baird Financial Group's CTA Position: Q2 2026 in Review

Baird Financial Group increased its Simplify Managed Futures Strategy ETF (CTA) stake by 26% in Q2 2026, buying an estimated $514K and bringing the position to 84,463 shares worth $2.19M. The position accounts for ﹤0.01% of the portfolio, ranked #1075.

Baird Financial Group first reported a position in CTA in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.34M in Q4 2025. 251 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

Baird Financial Group held 84,463 shares of Simplify Managed Futures Strategy ETF worth $2.19M as of Q2 2026.
Baird Financial Group bought 17,337 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $514K.
Simplify Managed Futures Strategy ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1075 holding.
Baird Financial Group first reported a position in Simplify Managed Futures Strategy ETF in Q1 2025 and has held it in 6 quarters since.
Baird Financial Group's Simplify Managed Futures Strategy ETF position peaked at $4.34M in Q4 2025.
251 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.