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Deane Retirement Strategies’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Deane Retirement Strategies’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 		$15.5M Buy
597,723
+198,385
+50% +$5.89M 6.56% 3
2026
Q1 		$12.1M Buy
399,338
+204,796
+105% +$5.95M 4.86% 6
2025
Q4 		$5.3M Buy
194,542
+776
+0.4% +$21.3K 2.19% 17
2025
Q3 		$5.42M Sell
193,766
-1,885
-1% -$52K 2.33% 19
2025
Q2 		$5.23M Buy
195,651
+195,011
+30,470% +$5.42M 2.34% 14
2025
Q1 		$18.9K Buy
640
+224
+54% +$6.51K 0.01% 51
2024
Q4 		$11.6K Hold
416
– – 0.01% 56
2024
Q3 		$10.8K Sell
416
-343
-45% -$8.99K 0.01% 60
2024
Q2 		$20.4K Buy
759
+329
+77% +$8.88K 0.01% 66
2024
Q1 		$10.7K Buy
+430
New +$10.6K 0.01% 63

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

Deane Retirement Strategies's CTA Position: Q2 2026 in Review

Deane Retirement Strategies increased its Simplify Managed Futures Strategy ETF (CTA) stake by 50% in Q2 2026, buying an estimated $5.89M and bringing the position to 597,723 shares worth $15.5M. The position accounts for 6.56% of the portfolio, ranked #3.

Deane Retirement Strategies first reported a position in CTA in Q1 2024 and has held it in 10 quarters since. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • Deane Retirement Strategies held 597,723 shares of Simplify Managed Futures Strategy ETF worth $15.5M as of Q2 2026.
  • Deane Retirement Strategies bought 198,385 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $5.89M.
  • Simplify Managed Futures Strategy ETF made up 6.56% of Deane Retirement Strategies's portfolio in Q2 2026, its #3 holding.
  • Deane Retirement Strategies first reported a position in Simplify Managed Futures Strategy ETF in Q1 2024 and has held it in 10 quarters since.
  • 250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Deane Retirement Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.