Betterment LLC’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Betterment LLC’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	$1.06M	Buy	41,020 +1,322	+3%	+$39.2K	﹤0.01%	334
2026 Q1	$1.2M	Buy	39,698 +18,976	+92%	+$552K	﹤0.01%	300
2025 Q4	$565K	Buy	20,722 +736	+4%	+$20.2K	﹤0.01%	376
2025 Q3	$559K	Buy	19,986 +119	+0.6%	+$3.29K	﹤0.01%	363
2025 Q2	$531K	Buy	19,867 +71	+0.4%	+$1.97K	﹤0.01%	349
2025 Q1	$586K	Buy	19,796 +517	+3%	+$15K	﹤0.01%	317
2024 Q4	$538K	Buy	19,279 +927	+5%	+$25.1K	﹤0.01%	315
2024 Q3	$477K	Buy	+18,352	New	+$481K	﹤0.01%	316

Other funds holding CTA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC's CTA Position: Q2 2026 in Review

Betterment LLC increased its Simplify Managed Futures Strategy ETF (CTA) stake by 3.3% in Q2 2026, buying an estimated $39.2K and bringing the position to 41,020 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #334.

Betterment LLC first reported a position in CTA in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.2M in Q1 2026. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

Betterment LLC held 41,020 shares of Simplify Managed Futures Strategy ETF worth $1.06M as of Q2 2026.
Betterment LLC bought 1,322 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $39.2K.
Simplify Managed Futures Strategy ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #334 holding.
Betterment LLC first reported a position in Simplify Managed Futures Strategy ETF in Q3 2024 and has held it in 8 quarters since.
Betterment LLC's Simplify Managed Futures Strategy ETF position peaked at $1.2M in Q1 2026.
250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.