Cambridge Advisors
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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
Q3 		$522K Sell
18,088
-3,349
-16% -$93.1K 0.09% 124
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 $67.3B AUM 21.9% 1-Year Est. Return
Boothe Investment Group
Boothe Investment Group Dover, Delaware $351M AUM 22.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Ferguson Shapiro
Ferguson Shapiro Decatur, Georgia $344M AUM 7.89% 1-Year Est. Return
Longview Financial Advisors
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return
NorthCrest Asset Manangement
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
ALM First Financial Advisors
ALM First Financial Advisors Dallas, Texas $633M AUM 15.27% 1-Year Est. Return
Private Client Services
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
Upper Left Wealth Management
Upper Left Wealth Management Tampa, Florida $193M AUM 6.98% 1-Year Est. Return

Cambridge Advisors's CTA Position: Q3 2026 in Review

Cambridge Advisors reduced its Simplify Managed Futures Strategy ETF (CTA) stake by 16% in Q3 2026, selling an estimated $93.1K and leaving 18,088 shares worth $522K. The position accounts for 0.09% of the portfolio, ranked #124.

Cambridge Advisors first reported a position in CTA in Q1 2023 and has held it in 15 quarters since. The position peaked at $649K in Q4 2025. 60 funds tracked by Wall St. Rank hold CTA as of Q3 2026.

  • Cambridge Advisors held 18,088 shares of Simplify Managed Futures Strategy ETF worth $522K as of Q3 2026.
  • Cambridge Advisors sold 3,349 Simplify Managed Futures Strategy ETF shares in Q3 2026, an estimated $93.1K.
  • Simplify Managed Futures Strategy ETF made up 0.09% of Cambridge Advisors's portfolio in Q3 2026, its #124 holding.
  • Cambridge Advisors first reported a position in Simplify Managed Futures Strategy ETF in Q1 2023 and has held it in 15 quarters since.
  • Cambridge Advisors's Simplify Managed Futures Strategy ETF position peaked at $649K in Q4 2025.
  • 60 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q3 2026.

Based on Cambridge Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.