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Beacon Capital Management Inc (Ohio)’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Beacon Capital Management Inc (Ohio)’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 		$10.5M Buy
349,018
+162,053
+87% +$4.71M 0.59% 32
2025
Q4 		$5.1M Sell
186,965
-228,167
-55% -$6.27M 0.27% 34
2025
Q3 		$11.6M Buy
415,132
+228,167
+122% +$6.3M 0.55% 30
2025
Q2 		$5M Hold
186,965
– – 0.26% 25
2025
Q1 		$5.16M Hold
186,965
– – 0.26% 21
2024
Q4 		$5.21M Buy
186,965
+340
+0.2% +$9.22K 0.23% 22
2024
Q3 		$4.85M Buy
+186,625
New +$4.89M 0.2% 25

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 $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

Beacon Capital Management Inc (Ohio)'s CTA Position: Q1 2026 in Review

Beacon Capital Management Inc (Ohio) increased its Simplify Managed Futures Strategy ETF (CTA) stake by 87% in Q1 2026, buying an estimated $4.71M and bringing the position to 349,018 shares worth $10.5M. The position accounts for 0.59% of the portfolio, ranked #32.

Beacon Capital Management Inc (Ohio) first reported a position in CTA in Q3 2024 and has held it in 7 quarters since. The position peaked at $11.6M in Q3 2025. 238 funds tracked by Wall St. Rank hold CTA as of Q1 2026.

  • Beacon Capital Management Inc (Ohio) held 349,018 shares of Simplify Managed Futures Strategy ETF worth $10.5M as of Q1 2026.
  • Beacon Capital Management Inc (Ohio) bought 162,053 Simplify Managed Futures Strategy ETF shares in Q1 2026, an estimated $4.71M.
  • Simplify Managed Futures Strategy ETF made up 0.59% of Beacon Capital Management Inc (Ohio)'s portfolio in Q1 2026, its #32 holding.
  • Beacon Capital Management Inc (Ohio) first reported a position in Simplify Managed Futures Strategy ETF in Q3 2024 and has held it in 7 quarters since.
  • Beacon Capital Management Inc (Ohio)'s Simplify Managed Futures Strategy ETF position peaked at $11.6M in Q3 2025.
  • 238 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q1 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q1 2026, filed 30 Apr 2026.