Bank of America
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Bank of America’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Bank of America’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 		$135M Buy
4,467,832
+3,445,308
+337% +$100M 0.01% 932
2025
Q4 		$27.9M Buy
1,022,524
+98,603
+11% +$2.71M ﹤0.01% 2011
2025
Q3 		$25.8M Sell
923,921
-803,800
-47% -$22.2M ﹤0.01% 2364
2025
Q2 		$46.2M Buy
1,727,721
+12,920
+0.8% +$359K ﹤0.01% 1774
2025
Q1 		$50.8M Buy
1,714,801
+1,711,762
+56,326% +$49.7M ﹤0.01% 1570
2024
Q4 		$84.8K Hold
3,039
– – ﹤0.01% 6464
2024
Q3 		$79K Sell
3,039
-1,979
-39% -$51.9K ﹤0.01% 6419
2024
Q2 		$135K Buy
5,018
+3,997
+391% +$108K ﹤0.01% 6098
2024
Q1 		$25.5K Buy
+1,021
New +$25.1K ﹤0.01% 6706
2023
Q3 		– Sell
-30
Closed -$765 – 7792
2023
Q2 		$765 Hold
30
– – ﹤0.01% 7279
2023
Q1 		$703 Hold
30
– – ﹤0.01% 7341
2022
Q4 		$780 Buy
+30
New +$847 ﹤0.01% 7380

Other funds holding CTA

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 $11.8B AUM 31.86% 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
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return

Bank of America's CTA Position: Q1 2026 in Review

Bank of America increased its Simplify Managed Futures Strategy ETF (CTA) stake by 337% in Q1 2026, buying an estimated $100M and bringing the position to 4,467,832 shares worth $135M. The position accounts for 0.01% of the portfolio, ranked #932.

Bank of America first reported a position in CTA in Q4 2022 and has held it in 12 quarters since. 238 funds tracked by Wall St. Rank hold CTA as of Q1 2026.

  • Bank of America held 4,467,832 shares of Simplify Managed Futures Strategy ETF worth $135M as of Q1 2026.
  • Bank of America bought 3,445,308 Simplify Managed Futures Strategy ETF shares in Q1 2026, an estimated $100M.
  • Simplify Managed Futures Strategy ETF made up 0.01% of Bank of America's portfolio in Q1 2026, its #932 holding.
  • Bank of America first reported a position in Simplify Managed Futures Strategy ETF in Q4 2022 and has held it in 12 quarters since.
  • 238 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.