CIBC Private Wealth Group
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CIBC Private Wealth Group’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

CIBC Private Wealth 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
2025
Q4 		$26.5K Buy
972
+113
+13% +$3.1K ﹤0.01% 2054
2025
Q3 		$24K Sell
859
-280
-25% -$7.73K ﹤0.01% 2090
2025
Q2 		$30.5K Sell
1,139
-275
-19% -$7.64K ﹤0.01% 1862
2025
Q1 		$39.7K Hold
1,414
– – ﹤0.01% 1715
2024
Q4 		$39.3K Sell
1,414
-841
-37% -$22.8K ﹤0.01% 1764
2024
Q3 		$58.6K Buy
+2,255
New +$59.1K ﹤0.01% 1708

Other funds holding CTA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
AFG
Altiora Financial Group Lebanon, Ohio $634M AUM 13.93% 1-Year Est. Return
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return

CIBC Private Wealth Group's CTA Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Simplify Managed Futures Strategy ETF (CTA) stake by 13% in Q4 2025, buying an estimated $3.1K and bringing the position to 972 shares worth $26.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2054.

CIBC Private Wealth Group first reported a position in CTA in Q3 2024 and has held it in 6 quarters since. The position peaked at $58.6K in Q3 2024. 209 funds tracked by Wall St. Rank hold CTA as of Q4 2025.

  • CIBC Private Wealth Group held 972 shares of Simplify Managed Futures Strategy ETF worth $26.5K as of Q4 2025.
  • CIBC Private Wealth Group bought 113 Simplify Managed Futures Strategy ETF shares in Q4 2025, an estimated $3.1K.
  • Simplify Managed Futures Strategy ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2054 holding.
  • CIBC Private Wealth Group first reported a position in Simplify Managed Futures Strategy ETF in Q3 2024 and has held it in 6 quarters since.
  • CIBC Private Wealth Group's Simplify Managed Futures Strategy ETF position peaked at $58.6K in Q3 2024.
  • 209 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.