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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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return
OFG
OmniStar Financial Group Wilmington, North Carolina $217M AUM 22.69% 1-Year Est. Return
WC
Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 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. 99 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.
  • 99 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.