Clark Capital Management Group’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Clark Capital Management 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
2026 Q2	$8.01M	Buy	308,885 +135,512	+78%	+$4.02M	0.04%	213
2026 Q1	$5.24M	Sell	173,373 -163,728	-49%	-$4.76M	0.03%	231
2025 Q4	$9.19M	Buy	337,101 +5,965	+2%	+$164K	0.06%	173
2025 Q3	$9.26M	Buy	331,136 +21,004	+7%	+$580K	0.06%	172
2025 Q2	$8.29M	Buy	310,132 +236,042	+319%	+$6.56M	0.06%	167
2025 Q1	$2.19M	Buy	+74,090	New	+$2.15M	0.02%	253

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

Clark Capital Management Group's CTA Position: Q2 2026 in Review

Clark Capital Management Group increased its Simplify Managed Futures Strategy ETF (CTA) stake by 78% in Q2 2026, buying an estimated $4.02M and bringing the position to 308,885 shares worth $8.01M. The position accounts for 0.04% of the portfolio, ranked #213.

Clark Capital Management Group first reported a position in CTA in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.26M in Q3 2025. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

Clark Capital Management Group held 308,885 shares of Simplify Managed Futures Strategy ETF worth $8.01M as of Q2 2026.
Clark Capital Management Group bought 135,512 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $4.02M.
Simplify Managed Futures Strategy ETF made up 0.04% of Clark Capital Management Group's portfolio in Q2 2026, its #213 holding.
Clark Capital Management Group first reported a position in Simplify Managed Futures Strategy ETF in Q1 2025 and has held it in 6 quarters since.
Clark Capital Management Group's Simplify Managed Futures Strategy ETF position peaked at $9.26M in Q3 2025.
250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Clark Capital Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.