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
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 $1.37T 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 $11.8B AUM 31.86% 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

Cetera Investment Advisers's CTA Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Simplify Managed Futures Strategy ETF (CTA) stake by 44% in Q1 2026, selling an estimated $272K and leaving 12,155 shares worth $367K. The position accounts for ﹤0.01% of the portfolio, ranked #3807.

Cetera Investment Advisers first reported a position in CTA in Q3 2025 and has held it in 3 quarters since. The position peaked at $923K in Q3 2025. 238 funds tracked by Wall St. Rank hold CTA as of Q1 2026.

  • Cetera Investment Advisers held 12,155 shares of Simplify Managed Futures Strategy ETF worth $367K as of Q1 2026.
  • Cetera Investment Advisers sold 9,362 Simplify Managed Futures Strategy ETF shares in Q1 2026, an estimated $272K.
  • Simplify Managed Futures Strategy ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3807 holding.
  • Cetera Investment Advisers first reported a position in Simplify Managed Futures Strategy ETF in Q3 2025 and has held it in 3 quarters since.
  • Cetera Investment Advisers's Simplify Managed Futures Strategy ETF position peaked at $923K in Q3 2025.
  • 238 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.