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

Concurrent Investment 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 		– Sell
-1,464,649
Closed -$44.3M – 2124
2026
Q1 		$44.3M Buy
+1,464,649
New +$42.6M 0.48% 30

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

Concurrent Investment Advisors's CTA Position: Q2 2026 in Review

Concurrent Investment Advisors sold out of Simplify Managed Futures Strategy ETF (CTA) in Q2 2026, closing a stake of 1,464,649 shares — an estimated $44.3M sold.

Concurrent Investment Advisors first reported a position in CTA in Q1 2026 and held it in 1 quarter. The position peaked at $44.3M in Q1 2026. 153 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • Concurrent Investment Advisors reported no remaining Simplify Managed Futures Strategy ETF position as of Q2 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 1,464,649 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $44.3M.
  • Concurrent Investment Advisors first reported a position in Simplify Managed Futures Strategy ETF in Q1 2026 and held it in 1 quarter.
  • Concurrent Investment Advisors's Simplify Managed Futures Strategy ETF position peaked at $44.3M in Q1 2026.
  • 153 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.