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

Cambridge Investment Research 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	$9.86M	Buy	380,117 +26,986	+8%	+$801K	0.02%	685
2026 Q1	$10.7M	Buy	353,131 +38,432	+12%	+$1.12M	0.03%	589
2025 Q4	$8.58M	Buy	314,699 +18,936	+6%	+$520K	0.02%	646
2025 Q3	$8.27M	Buy	295,763 +13,351	+5%	+$369K	0.02%	654
2025 Q2	$7.55M	Buy	282,412 +15,862	+6%	+$441K	0.02%	664
2025 Q1	$7.89M	Buy	266,550 +11,649	+5%	+$338K	0.03%	597
2024 Q4	$7.11M	Buy	+254,901	New	+$6.92M	0.02%	626

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 $67.3B AUM 21.9% 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 22.9% 1-Year Est. Return

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 Investment Research Advisors's CTA Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Simplify Managed Futures Strategy ETF (CTA) stake by 7.6% in Q2 2026, buying an estimated $801K and bringing the position to 380,117 shares worth $9.86M. The position accounts for 0.02% of the portfolio, ranked #685.

Cambridge Investment Research Advisors first reported a position in CTA in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.7M in Q1 2026. 251 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

Cambridge Investment Research Advisors held 380,117 shares of Simplify Managed Futures Strategy ETF worth $9.86M as of Q2 2026.
Cambridge Investment Research Advisors bought 26,986 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $801K.
Simplify Managed Futures Strategy ETF made up 0.02% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #685 holding.
Cambridge Investment Research Advisors first reported a position in Simplify Managed Futures Strategy ETF in Q4 2024 and has held it in 7 quarters since.
Cambridge Investment Research Advisors's Simplify Managed Futures Strategy ETF position peaked at $10.7M in Q1 2026.
251 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.