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 Q2	$1.04M	Buy	40,221 +1,193	+3%	+$35.4K	0.02%	494
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 $1.55T AUM 33.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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 22.9% 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

Brighton Jones LLC's CTA Position: Q2 2026 in Review

Brighton Jones LLC increased its Simplify Managed Futures Strategy ETF (CTA) stake by 3.1% in Q2 2026, buying an estimated $35.4K and bringing the position to 40,221 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #494.

Brighton Jones LLC first reported a position in CTA in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.18M in Q1 2026. 251 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

Brighton Jones LLC held 40,221 shares of Simplify Managed Futures Strategy ETF worth $1.04M as of Q2 2026.
Brighton Jones LLC bought 1,193 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $35.4K.
Simplify Managed Futures Strategy ETF made up 0.02% of Brighton Jones LLC's portfolio in Q2 2026, its #494 holding.
Brighton Jones LLC first reported a position in Simplify Managed Futures Strategy ETF in Q1 2024 and has held it in 9 quarters since.
Brighton Jones LLC's Simplify Managed Futures Strategy ETF position peaked at $1.18M in Q1 2026.
251 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.