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

Clearstead 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
Q2 		$9.34K Buy
360
+160
+80% +$4.75K ﹤0.01% 2005
2026
Q1 		$6.04K Sell
200
-270
-57% -$7.85K ﹤0.01% 1707
2025
Q4 		$12.8K Buy
470
+236
+101% +$6.48K ﹤0.01% 1828
2025
Q3 		$6.54K Buy
+234
New +$6.46K ﹤0.01% 2062

Other funds holding CTA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Citigroup
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
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
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Clearstead Advisors's CTA Position: Q2 2026 in Review

Clearstead Advisors increased its Simplify Managed Futures Strategy ETF (CTA) stake by 80% in Q2 2026, buying an estimated $4.75K and bringing the position to 360 shares worth $9.34K. The position accounts for ﹤0.01% of the portfolio, ranked #2005.

Clearstead Advisors first reported a position in CTA in Q3 2025 and has held it in 4 quarters since. The position peaked at $12.8K in Q4 2025. 162 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • Clearstead Advisors held 360 shares of Simplify Managed Futures Strategy ETF worth $9.34K as of Q2 2026.
  • Clearstead Advisors bought 160 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $4.75K.
  • Simplify Managed Futures Strategy ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2005 holding.
  • Clearstead Advisors first reported a position in Simplify Managed Futures Strategy ETF in Q3 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's Simplify Managed Futures Strategy ETF position peaked at $12.8K in Q4 2025.
  • 162 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.