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Continuum Advisory’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Continuum Advisory’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 		$85.6K Buy
+3,299
New +$97.9K 0.01% 669
2025
Q2 		– Sell
-7,184
Closed -$213K – 650
2025
Q1 		$213K Buy
7,184
+4,609
+179% +$134K 0.03% 381
2024
Q4 		$71.8K Hold
2,575
– – 0.01% 586
2024
Q3 		$69.6K Hold
2,575
– – 0.01% 587
2024
Q2 		$69.3K Hold
2,575
– – 0.01% 558
2024
Q1 		$69.6K Buy
+2,575
New +$63.3K 0.01% 549

Other funds holding CTA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Continuum Advisory's CTA Position: Q2 2026 in Review

Continuum Advisory opened a new position in Simplify Managed Futures Strategy ETF (CTA) in Q2 2026: 3,299 shares worth $85.6K. The stake represents 0.01% of the portfolio and ranks #669 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in CTA as recently as Q1 2025.

Continuum Advisory first reported a position in CTA in Q1 2024 and has held it in 6 quarters since. The position peaked at $213K in Q1 2025. 251 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • Continuum Advisory held 3,299 shares of Simplify Managed Futures Strategy ETF worth $85.6K as of Q2 2026.
  • Simplify Managed Futures Strategy ETF was a new Continuum Advisory position in Q2 2026.
  • Simplify Managed Futures Strategy ETF made up 0.01% of Continuum Advisory's portfolio in Q2 2026, its #669 holding.
  • Continuum Advisory first reported a position in Simplify Managed Futures Strategy ETF in Q1 2024 and has held it in 6 quarters since.
  • Continuum Advisory's Simplify Managed Futures Strategy ETF position peaked at $213K in Q1 2025.
  • 251 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.