BPA
CTA icon

Beacon Pointe Advisors’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Beacon Pointe 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
2026
Q2 		$375K Buy
14,469
+3,661
+34% +$109K ﹤0.01% 1480
2026
Q1 		$327K Buy
10,808
+2,814
+35% +$81.8K ﹤0.01% 1496
2025
Q4 		$218K Buy
+7,994
New +$220K ﹤0.01% 1399

Other funds holding CTA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Citigroup
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Beacon Pointe Advisors's CTA Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Simplify Managed Futures Strategy ETF (CTA) stake by 34% in Q2 2026, buying an estimated $109K and bringing the position to 14,469 shares worth $375K. The position accounts for ﹤0.01% of the portfolio, ranked #1480.

Beacon Pointe Advisors first reported a position in CTA in Q4 2025 and has held it in 3 quarters since. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • Beacon Pointe Advisors held 14,469 shares of Simplify Managed Futures Strategy ETF worth $375K as of Q2 2026.
  • Beacon Pointe Advisors bought 3,661 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $109K.
  • Simplify Managed Futures Strategy ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1480 holding.
  • Beacon Pointe Advisors first reported a position in Simplify Managed Futures Strategy ETF in Q4 2025 and has held it in 3 quarters since.
  • 250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.