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Choreo LLC’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Choreo LLC’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 		$203K Buy
+7,822
New +$232K ﹤0.01% 1554

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

Choreo LLC's CTA Position: Q2 2026 in Review

Choreo LLC opened a new position in Simplify Managed Futures Strategy ETF (CTA) in Q2 2026: 7,822 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #1554 among its holdings.

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

  • Choreo LLC held 7,822 shares of Simplify Managed Futures Strategy ETF worth $203K as of Q2 2026.
  • Simplify Managed Futures Strategy ETF was a new Choreo LLC position in Q2 2026.
  • Simplify Managed Futures Strategy ETF made up ﹤0.01% of Choreo LLC's portfolio in Q2 2026, its #1554 holding.
  • 250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.