Cambria Investment Management’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Cambria Investment Management’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	$2.58M	Buy	99,307 +2,593	+3%	+$76.9K	0.13%	179
2026 Q1	$2.92M	Buy	96,714 +30,658	+46%	+$891K	0.16%	151
2025 Q4	$1.8M	Sell	66,056 -20,525	-24%	-$564K	0.11%	182
2025 Q3	$2.42M	Buy	86,581 +1,290	+2%	+$35.6K	0.15%	155
2025 Q2	$2.28M	Buy	+85,291	New	+$2.37M	0.15%	159
2024 Q2	–	Sell	-42,841	Closed	-$1.07M	–	354
2024 Q1	$1.07M	Buy	42,841 +1	+0%	+$25	0.06%	135
2023 Q4	$1.01M	Sell	42,840 -2,186	-5%	-$57.2K	0.07%	140
2023 Q3	$1.24M	Buy	+45,026	New	+$1.17M	0.1%	133

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

Cambria Investment Management's CTA Position: Q2 2026 in Review

Cambria Investment Management increased its Simplify Managed Futures Strategy ETF (CTA) stake by 2.7% in Q2 2026, buying an estimated $76.9K and bringing the position to 99,307 shares worth $2.58M. The position accounts for 0.13% of the portfolio, ranked #179.

Cambria Investment Management first reported a position in CTA in Q3 2023 and has held it in 8 quarters since. The position peaked at $2.92M in Q1 2026. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

Cambria Investment Management held 99,307 shares of Simplify Managed Futures Strategy ETF worth $2.58M as of Q2 2026.
Cambria Investment Management bought 2,593 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $76.9K.
Simplify Managed Futures Strategy ETF made up 0.13% of Cambria Investment Management's portfolio in Q2 2026, its #179 holding.
Cambria Investment Management first reported a position in Simplify Managed Futures Strategy ETF in Q3 2023 and has held it in 8 quarters since.
Cambria Investment Management's Simplify Managed Futures Strategy ETF position peaked at $2.92M in Q1 2026.
250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Cambria Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.