Citigroup
CTA icon

Citigroup’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Citigroup’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 		$55M Buy
2,121,200
+775,000
+58% +$23M 0.02% 703
2026
Q1 		$40.7M Buy
1,346,200
+1,273,700
+1,757% +$37M 0.02% 724
2025
Q4 		$1.98M Buy
+72,500
New +$1.99M ﹤0.01% 2665

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
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Citigroup's CTA Position: Q2 2026 in Review

Citigroup increased its Simplify Managed Futures Strategy ETF (CTA) stake by 58% in Q2 2026, buying an estimated $23M and bringing the position to 2,121,200 shares worth $55M. The position accounts for 0.02% of the portfolio, ranked #703.

Citigroup first reported a position in CTA in Q4 2025 and has held it in 3 quarters since. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • Citigroup held 2,121,200 shares of Simplify Managed Futures Strategy ETF worth $55M as of Q2 2026.
  • Citigroup bought 775,000 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $23M.
  • Simplify Managed Futures Strategy ETF made up 0.02% of Citigroup's portfolio in Q2 2026, its #703 holding.
  • Citigroup first reported a position in Simplify Managed Futures Strategy ETF in Q4 2025 and has held it in 3 quarters since.
  • 250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.