Cambridge Investment Research Advisors
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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWAO
Independence Wealth Advisors (Ohio) Independence, Ohio $188M AUM
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors's CTA Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its Simplify Managed Futures Strategy ETF (CTA) stake by 12% in Q1 2026, buying an estimated $1.12M and bringing the position to 353,131 shares worth $10.7M. The position accounts for 0.03% of the portfolio, ranked #589.

Cambridge Investment Research Advisors first reported a position in CTA in Q4 2024 and has held it in 6 quarters since. 238 funds tracked by Wall St. Rank hold CTA as of Q1 2026.

  • Cambridge Investment Research Advisors held 353,131 shares of Simplify Managed Futures Strategy ETF worth $10.7M as of Q1 2026.
  • Cambridge Investment Research Advisors bought 38,432 Simplify Managed Futures Strategy ETF shares in Q1 2026, an estimated $1.12M.
  • Simplify Managed Futures Strategy ETF made up 0.03% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #589 holding.
  • Cambridge Investment Research Advisors first reported a position in Simplify Managed Futures Strategy ETF in Q4 2024 and has held it in 6 quarters since.
  • 238 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.