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Brown, Lisle/Cummings’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Brown, Lisle/Cummings’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 		$1.63K Sell
63
-71
-53% -$2.11K ﹤0.01% 891
2026
Q1 		$4.05K Buy
+134
New +$3.9K ﹤0.01% 709

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

Brown, Lisle/Cummings's CTA Position: Q2 2026 in Review

Brown, Lisle/Cummings reduced its Simplify Managed Futures Strategy ETF (CTA) stake by 53% in Q2 2026, selling an estimated $2.11K and leaving 63 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #891.

Brown, Lisle/Cummings first reported a position in CTA in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.05K in Q1 2026. 251 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • Brown, Lisle/Cummings held 63 shares of Simplify Managed Futures Strategy ETF worth $1.63K as of Q2 2026.
  • Brown, Lisle/Cummings sold 71 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $2.11K.
  • Simplify Managed Futures Strategy ETF made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #891 holding.
  • Brown, Lisle/Cummings first reported a position in Simplify Managed Futures Strategy ETF in Q1 2026 and has held it in 2 quarters since.
  • Brown, Lisle/Cummings's Simplify Managed Futures Strategy ETF position peaked at $4.05K in Q1 2026.
  • 251 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.