Cetera Investment Advisers
CTA icon

Cetera Investment Advisers’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Cetera Investment Advisers’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 		$264K Sell
10,189
-1,966
-16% -$58.3K ﹤0.01% 4262
2026
Q1 		$367K Sell
12,155
-9,362
-44% -$272K ﹤0.01% 3807
2025
Q4 		$587K Sell
21,517
-11,484
-35% -$315K ﹤0.01% 3289
2025
Q3 		$923K Buy
+33,001
New +$911K ﹤0.01% 2836

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

Cetera Investment Advisers's CTA Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Simplify Managed Futures Strategy ETF (CTA) stake by 16% in Q2 2026, selling an estimated $58.3K and leaving 10,189 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #4262.

Cetera Investment Advisers first reported a position in CTA in Q3 2025 and has held it in 4 quarters since. The position peaked at $923K in Q3 2025. 251 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • Cetera Investment Advisers held 10,189 shares of Simplify Managed Futures Strategy ETF worth $264K as of Q2 2026.
  • Cetera Investment Advisers sold 1,966 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $58.3K.
  • Simplify Managed Futures Strategy ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4262 holding.
  • Cetera Investment Advisers first reported a position in Simplify Managed Futures Strategy ETF in Q3 2025 and has held it in 4 quarters since.
  • Cetera Investment Advisers's Simplify Managed Futures Strategy ETF position peaked at $923K in Q3 2025.
  • 251 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.