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Claro Advisors’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Claro Advisors’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
Q1 		$448K Buy
+14,824
New +$431K 0.05% 267

Other funds holding CTA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWAO
Independence Wealth Advisors (Ohio) Independence, Ohio $188M AUM
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Claro Advisors's CTA Position: Q1 2026 in Review

Claro Advisors opened a new position in Simplify Managed Futures Strategy ETF (CTA) in Q1 2026: 14,824 shares worth $448K. The stake represents 0.05% of the portfolio and ranks #267 among its holdings.

238 funds tracked by Wall St. Rank hold CTA as of Q1 2026.

  • Claro Advisors held 14,824 shares of Simplify Managed Futures Strategy ETF worth $448K as of Q1 2026.
  • Simplify Managed Futures Strategy ETF was a new Claro Advisors position in Q1 2026.
  • Simplify Managed Futures Strategy ETF made up 0.05% of Claro Advisors's portfolio in Q1 2026, its #267 holding.
  • 238 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.