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Cape Investment Advisory’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Cape Investment Advisory’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 		$8.38K Buy
+323
New +$9.59K ﹤0.01% 906

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
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Cape Investment Advisory's CTA Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Simplify Managed Futures Strategy ETF (CTA) in Q2 2026: 323 shares worth $8.38K. The stake represents ﹤0.01% of the portfolio and ranks #906 among its holdings.

66 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • Cape Investment Advisory held 323 shares of Simplify Managed Futures Strategy ETF worth $8.38K as of Q2 2026.
  • Simplify Managed Futures Strategy ETF was a new Cape Investment Advisory position in Q2 2026.
  • Simplify Managed Futures Strategy ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #906 holding.
  • 66 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.