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Beaumont Financial Advisors’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Beaumont Financial 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 		– Sell
-501,007
Closed -$15.1M – 385
2026
Q1 		$15.1M Buy
+501,007
New +$14.6M 1.04% 27

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

Beaumont Financial Advisors's CTA Position: Q2 2026 in Review

Beaumont Financial Advisors sold out of Simplify Managed Futures Strategy ETF (CTA) in Q2 2026, closing a stake of 501,007 shares — an estimated $15.1M sold.

Beaumont Financial Advisors first reported a position in CTA in Q1 2026 and held it in 1 quarter. The position peaked at $15.1M in Q1 2026. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • Beaumont Financial Advisors reported no remaining Simplify Managed Futures Strategy ETF position as of Q2 2026 after selling out during the quarter.
  • Beaumont Financial Advisors sold 501,007 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $15.1M.
  • Beaumont Financial Advisors first reported a position in Simplify Managed Futures Strategy ETF in Q1 2026 and held it in 1 quarter.
  • Beaumont Financial Advisors's Simplify Managed Futures Strategy ETF position peaked at $15.1M in Q1 2026.
  • 250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.