Dynamic Advisor Solutions’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Dynamic Advisor Solutions’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	$3.39M	Buy	130,771 +12,809	+11%	+$380K	0.1%	222
2026 Q1	$3.56M	Buy	117,962 +7,357	+7%	+$214K	0.11%	202
2025 Q4	$3.02M	Sell	110,605 -208,017	-65%	-$5.71M	0.1%	219
2025 Q3	$8.91M	Buy	318,622 +1,056	+0.3%	+$29.2K	0.26%	88
2025 Q2	$8.49M	Buy	317,566 +114,318	+56%	+$3.18M	0.26%	89
2025 Q1	$6.02M	Buy	+203,248	New	+$5.91M	0.2%	123

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

Dynamic Advisor Solutions's CTA Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Simplify Managed Futures Strategy ETF (CTA) stake by 11% in Q2 2026, buying an estimated $380K and bringing the position to 130,771 shares worth $3.39M. The position accounts for 0.1% of the portfolio, ranked #222.

Dynamic Advisor Solutions first reported a position in CTA in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.91M in Q3 2025. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

Dynamic Advisor Solutions held 130,771 shares of Simplify Managed Futures Strategy ETF worth $3.39M as of Q2 2026.
Dynamic Advisor Solutions bought 12,809 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $380K.
Simplify Managed Futures Strategy ETF made up 0.1% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #222 holding.
Dynamic Advisor Solutions first reported a position in Simplify Managed Futures Strategy ETF in Q1 2025 and has held it in 6 quarters since.
Dynamic Advisor Solutions's Simplify Managed Futures Strategy ETF position peaked at $8.91M in Q3 2025.
250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.