City Center Advisors LLC’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

City Center Advisors 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	$521K	Sell	20,070 -482	-2%	-$14.3K	0.42%	76
2026 Q1	$621K	Sell	20,552 -540	-3%	-$15.7K	0.57%	54
2025 Q4	$575K	Buy	21,092 +2,322	+12%	+$63.8K	0.53%	54
2025 Q3	$525K	Buy	+18,770	New	+$518K	0.51%	58

Other funds holding CTA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

City Center Advisors LLC's CTA Position: Q2 2026 in Review

City Center Advisors LLC reduced its Simplify Managed Futures Strategy ETF (CTA) stake by 2.3% in Q2 2026, selling an estimated $14.3K and leaving 20,070 shares worth $521K. The position accounts for 0.42% of the portfolio, ranked #76.

City Center Advisors LLC first reported a position in CTA in Q3 2025 and has held it in 4 quarters since. The position peaked at $621K in Q1 2026. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

City Center Advisors LLC held 20,070 shares of Simplify Managed Futures Strategy ETF worth $521K as of Q2 2026.
City Center Advisors LLC sold 482 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $14.3K.
Simplify Managed Futures Strategy ETF made up 0.42% of City Center Advisors LLC's portfolio in Q2 2026, its #76 holding.
City Center Advisors LLC first reported a position in Simplify Managed Futures Strategy ETF in Q3 2025 and has held it in 4 quarters since.
City Center Advisors LLC's Simplify Managed Futures Strategy ETF position peaked at $621K in Q1 2026.
250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on City Center Advisors LLC's 13F filing for Q2 2026, filed 7 Jul 2026.