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

Cambridge 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
Q2 		$556K Buy
21,437
+283
+1% +$8.4K 0.1% 118
2026
Q1 		$639K Sell
21,154
-2,667
-11% -$77.5K 0.12% 107
2025
Q4 		$649K Buy
23,821
+2,177
+10% +$59.8K 0.12% 107
2025
Q3 		$605K Sell
21,644
-53
-0.2% -$1.46K 0.12% 110
2025
Q2 		$580K Buy
21,697
+2,030
+10% +$56.4K 0.12% 110
2025
Q1 		$582K Sell
19,667
-951
-5% -$27.6K 0.13% 107
2024
Q4 		$575K Buy
20,618
+33
+0.2% +$895 0.13% 108
2024
Q3 		$535K Buy
20,585
+1,717
+9% +$45K 0.12% 112
2024
Q2 		$508K Buy
18,868
+494
+3% +$13.3K 0.12% 119
2024
Q1 		$458K Buy
18,374
+664
+4% +$16.3K 0.11% 124
2023
Q4 		$418K Buy
17,710
+2,072
+13% +$54.3K 0.11% 124
2023
Q3 		$431K Buy
15,638
+23
+0.1% +$598 0.12% 115
2023
Q2 		$398K Hold
15,615
– – 0.1% 124
2023
Q1 		$366K Buy
+15,615
New +$397K 0.09% 135

Other funds holding CTA

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
DRS
Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
ULWM
Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

Cambridge Advisors's CTA Position: Q2 2026 in Review

Cambridge Advisors increased its Simplify Managed Futures Strategy ETF (CTA) stake by 1.3% in Q2 2026, buying an estimated $8.4K and bringing the position to 21,437 shares worth $556K. The position accounts for 0.1% of the portfolio, ranked #118.

Cambridge Advisors first reported a position in CTA in Q1 2023 and has held it in 14 quarters since. The position peaked at $649K in Q4 2025. 34 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • Cambridge Advisors held 21,437 shares of Simplify Managed Futures Strategy ETF worth $556K as of Q2 2026.
  • Cambridge Advisors bought 283 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $8.4K.
  • Simplify Managed Futures Strategy ETF made up 0.1% of Cambridge Advisors's portfolio in Q2 2026, its #118 holding.
  • Cambridge Advisors first reported a position in Simplify Managed Futures Strategy ETF in Q1 2023 and has held it in 14 quarters since.
  • Cambridge Advisors's Simplify Managed Futures Strategy ETF position peaked at $649K in Q4 2025.
  • 34 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.