Cumberland Partners’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Cumberland Partners’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	$3.25M	Sell	125,198 -271	-0.2%	-$8.04K	0.21%	70
2026 Q1	$3.79M	Buy	125,469 +15,147	+14%	+$440K	0.29%	60
2025 Q4	$3.01M	Sell	110,322 -6,101	-5%	-$168K	0.18%	97
2025 Q3	$3.26M	Buy	116,423 +4,203	+4%	+$116K	0.21%	81
2025 Q2	$3M	Buy	112,220 +241	+0.2%	+$6.7K	0.21%	80
2025 Q1	$3.31M	Buy	+111,979	New	+$3.25M	0.26%	65

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

Cumberland Partners's CTA Position: Q2 2026 in Review

Cumberland Partners reduced its Simplify Managed Futures Strategy ETF (CTA) stake by 0.22% in Q2 2026, selling an estimated $8.04K and leaving 125,198 shares worth $3.25M. The position accounts for 0.21% of the portfolio, ranked #70.

Cumberland Partners first reported a position in CTA in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.79M in Q1 2026. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

Cumberland Partners held 125,198 shares of Simplify Managed Futures Strategy ETF worth $3.25M as of Q2 2026.
Cumberland Partners sold 271 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $8.04K.
Simplify Managed Futures Strategy ETF made up 0.21% of Cumberland Partners's portfolio in Q2 2026, its #70 holding.
Cumberland Partners first reported a position in Simplify Managed Futures Strategy ETF in Q1 2025 and has held it in 6 quarters since.
Cumberland Partners's Simplify Managed Futures Strategy ETF position peaked at $3.79M in Q1 2026.
250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Cumberland Partners's 13F filing for Q2 2026, filed 6 Aug 2026.