Baird Financial Group
CTA icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWAO
Independence Wealth Advisors (Ohio) Independence, Ohio $188M AUM
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group's CTA Position: Q1 2026 in Review

Baird Financial Group reduced its Simplify Managed Futures Strategy ETF (CTA) stake by 58% in Q1 2026, selling an estimated $2.68M and leaving 67,126 shares worth $2.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1038.

Baird Financial Group first reported a position in CTA in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.34M in Q4 2025. 238 funds tracked by Wall St. Rank hold CTA as of Q1 2026.

  • Baird Financial Group held 67,126 shares of Simplify Managed Futures Strategy ETF worth $2.03M as of Q1 2026.
  • Baird Financial Group sold 92,000 Simplify Managed Futures Strategy ETF shares in Q1 2026, an estimated $2.68M.
  • Simplify Managed Futures Strategy ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1038 holding.
  • Baird Financial Group first reported a position in Simplify Managed Futures Strategy ETF in Q1 2025 and has held it in 5 quarters since.
  • Baird Financial Group's Simplify Managed Futures Strategy ETF position peaked at $4.34M in Q4 2025.
  • 238 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.