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

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

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. 251 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.
251 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.