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

Brighton Jones 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 Q1	$1.18M	Buy	+39,028	New	+$1.13M	0.03%	417
2025 Q4	–	Sell	-38,089	Closed	-$1.07M	–	241
2025 Q3	$1.07M	Buy	38,089 +271	+0.7%	+$7.48K	0.03%	382
2025 Q2	$1.01M	Buy	37,818 +351	+0.9%	+$9.75K	0.03%	318
2025 Q1	$1.11M	Buy	37,467 +10,216	+37%	+$297K	0.04%	251
2024 Q4	$760K	Buy	27,251 +7,710	+39%	+$209K	0.02%	306
2024 Q3	$508K	Buy	19,541 +221	+1%	+$5.79K	0.02%	314
2024 Q2	$520K	Buy	19,320 +8,192	+74%	+$221K	0.02%	343
2024 Q1	$278K	Buy	+11,128	New	+$274K	0.01%	483

Other funds holding CTA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

IWAO

Independence Wealth Advisors (Ohio) Independence, Ohio $188M AUM

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Brighton Jones LLC's CTA Position: Q1 2026 in Review

Brighton Jones LLC opened a new position in Simplify Managed Futures Strategy ETF (CTA) in Q1 2026: 39,028 shares worth $1.18M. The stake represents 0.03% of the portfolio and ranks #417 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in CTA as recently as Q3 2025.

Brighton Jones LLC first reported a position in CTA in Q1 2024 and has held it in 8 quarters since. 239 funds tracked by Wall St. Rank hold CTA as of Q1 2026.

Brighton Jones LLC held 39,028 shares of Simplify Managed Futures Strategy ETF worth $1.18M as of Q1 2026.
Simplify Managed Futures Strategy ETF was a new Brighton Jones LLC position in Q1 2026.
Simplify Managed Futures Strategy ETF made up 0.03% of Brighton Jones LLC's portfolio in Q1 2026, its #417 holding.
Brighton Jones LLC first reported a position in Simplify Managed Futures Strategy ETF in Q1 2024 and has held it in 8 quarters since.
239 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.