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

Csenge Advisory 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	–	Sell	-6,976	Closed	-$211K	–	779
2026 Q1	$211K	Buy	+6,976	New	+$203K	0.01%	695
2025 Q3	–	Sell	-9,604	Closed	-$260K	–	700
2025 Q2	$260K	Buy	9,604 +146	+2%	+$4.06K	0.01%	585
2025 Q1	$266K	Sell	9,458 -159	-2%	-$4.62K	0.02%	563
2024 Q4	$268K	Buy	9,617 +70	+0.7%	+$1.9K	0.01%	578
2024 Q3	$253K	Buy	+9,547	New	+$250K	0.01%	609

Other funds holding CTA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Csenge Advisory Group's CTA Position: Q2 2026 in Review

Csenge Advisory Group sold out of Simplify Managed Futures Strategy ETF (CTA) in Q2 2026, closing a stake of 6,976 shares — an estimated $211K sold.

Csenge Advisory Group first reported a position in CTA in Q3 2024 and held it in 5 quarters. The position peaked at $268K in Q4 2024. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

Csenge Advisory Group reported no remaining Simplify Managed Futures Strategy ETF position as of Q2 2026 after selling out during the quarter.
Csenge Advisory Group sold 6,976 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $211K.
Csenge Advisory Group first reported a position in Simplify Managed Futures Strategy ETF in Q3 2024 and held it in 5 quarters.
Csenge Advisory Group's Simplify Managed Futures Strategy ETF position peaked at $268K in Q4 2024.
250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.