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

Blueprint 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
Q1 		$345K Sell
11,432
-621
-5% -$18.1K 0.05% 90
2025
Q4 		$329K Sell
12,053
-7,354
-38% -$202K 0.05% 92
2025
Q3 		$543K Buy
+19,407
New +$536K 0.12% 90

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

Blueprint Financial Advisors's CTA Position: Q1 2026 in Review

Blueprint Financial Advisors reduced its Simplify Managed Futures Strategy ETF (CTA) stake by 5.2% in Q1 2026, selling an estimated $18.1K and leaving 11,432 shares worth $345K. The position accounts for 0.05% of the portfolio, ranked #90.

Blueprint Financial Advisors first reported a position in CTA in Q3 2025 and has held it in 3 quarters since. The position peaked at $543K in Q3 2025. 238 funds tracked by Wall St. Rank hold CTA as of Q1 2026.

  • Blueprint Financial Advisors held 11,432 shares of Simplify Managed Futures Strategy ETF worth $345K as of Q1 2026.
  • Blueprint Financial Advisors sold 621 Simplify Managed Futures Strategy ETF shares in Q1 2026, an estimated $18.1K.
  • Simplify Managed Futures Strategy ETF made up 0.05% of Blueprint Financial Advisors's portfolio in Q1 2026, its #90 holding.
  • Blueprint Financial Advisors first reported a position in Simplify Managed Futures Strategy ETF in Q3 2025 and has held it in 3 quarters since.
  • Blueprint Financial Advisors's Simplify Managed Futures Strategy ETF position peaked at $543K in Q3 2025.
  • 238 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q1 2026.

Based on Blueprint Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.