Decker Retirement Planning’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Decker Retirement Planning’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	$326K	Buy	12,584 +120	+1%	+$3.56K	0.11%	68
2026 Q1	$377K	Sell	12,464 -1,226	-9%	-$35.6K	0.17%	62
2025 Q4	$373K	Sell	13,690 -9,972	-42%	-$274K	0.19%	66
2025 Q3	$662K	Sell	23,662 -10,949	-32%	-$302K	0.36%	58
2025 Q2	$925K	Buy	34,611 +19,956	+136%	+$554K	0.54%	43
2025 Q1	$434K	Buy	14,655 +11,389	+349%	+$331K	0.27%	26
2024 Q4	$91.1K	Buy	+3,266	New	+$88.6K	0.05%	85

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 $67.3B AUM 21.9% 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 22.9% 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

Decker Retirement Planning's CTA Position: Q2 2026 in Review

Decker Retirement Planning increased its Simplify Managed Futures Strategy ETF (CTA) stake by 0.96% in Q2 2026, buying an estimated $3.56K and bringing the position to 12,584 shares worth $326K. The position accounts for 0.11% of the portfolio, ranked #68.

Decker Retirement Planning first reported a position in CTA in Q4 2024 and has held it in 7 quarters since. The position peaked at $925K in Q2 2025. 251 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

Decker Retirement Planning held 12,584 shares of Simplify Managed Futures Strategy ETF worth $326K as of Q2 2026.
Decker Retirement Planning bought 120 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $3.56K.
Simplify Managed Futures Strategy ETF made up 0.11% of Decker Retirement Planning's portfolio in Q2 2026, its #68 holding.
Decker Retirement Planning first reported a position in Simplify Managed Futures Strategy ETF in Q4 2024 and has held it in 7 quarters since.
Decker Retirement Planning's Simplify Managed Futures Strategy ETF position peaked at $925K in Q2 2025.
251 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.