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Capital Financial Group’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Capital Financial Group’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 		$2.05M Buy
78,931
+18,372
+30% +$545K 1.07% 23
2026
Q1 		$1.83M Buy
60,559
+4,761
+9% +$138K 1.01% 30
2025
Q4 		$1.52M Buy
+55,798
New +$1.53M 0.85% 35

Other funds holding CTA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Citigroup
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Capital Financial Group's CTA Position: Q2 2026 in Review

Capital Financial Group increased its Simplify Managed Futures Strategy ETF (CTA) stake by 30% in Q2 2026, buying an estimated $545K and bringing the position to 78,931 shares worth $2.05M. The position accounts for 1.07% of the portfolio, ranked #23.

Capital Financial Group first reported a position in CTA in Q4 2025 and has held it in 3 quarters since. 249 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • Capital Financial Group held 78,931 shares of Simplify Managed Futures Strategy ETF worth $2.05M as of Q2 2026.
  • Capital Financial Group bought 18,372 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $545K.
  • Simplify Managed Futures Strategy ETF made up 1.07% of Capital Financial Group's portfolio in Q2 2026, its #23 holding.
  • Capital Financial Group first reported a position in Simplify Managed Futures Strategy ETF in Q4 2025 and has held it in 3 quarters since.
  • 249 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Capital Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.