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Cornerstone Planning Group’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Cornerstone Planning 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 		$698 Sell
25
-11
-31% -$326 ﹤0.01% 1596
2026
Q1 		$1.13K Buy
36
+1
+3% +$29 ﹤0.01% 1430
2025
Q4 		$1.01K Buy
35
+34
+3,400% +$934 ﹤0.01% 1343
2025
Q3 		$3 Buy
+1
New +$28 ﹤0.01% 1691

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

Cornerstone Planning Group's CTA Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Simplify Managed Futures Strategy ETF (CTA) stake by 31% in Q2 2026, selling an estimated $326 and leaving 25 shares worth $698. The position accounts for ﹤0.01% of the portfolio, ranked #1596.

Cornerstone Planning Group first reported a position in CTA in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.13K in Q1 2026. 162 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • Cornerstone Planning Group held 25 shares of Simplify Managed Futures Strategy ETF worth $698 as of Q2 2026.
  • Cornerstone Planning Group sold 11 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $326.
  • Simplify Managed Futures Strategy ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1596 holding.
  • Cornerstone Planning Group first reported a position in Simplify Managed Futures Strategy ETF in Q3 2025 and has held it in 4 quarters since.
  • Cornerstone Planning Group's Simplify Managed Futures Strategy ETF position peaked at $1.13K in Q1 2026.
  • 162 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.