E&G Advisors’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

E&G Advisors’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	$252K	Buy	+9,700	New	+$288K	0.05%	218

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

E&G Advisors's CTA Position: Q2 2026 in Review

E&G Advisors opened a new position in Simplify Managed Futures Strategy ETF (CTA) in Q2 2026: 9,700 shares worth $252K. The stake represents 0.05% of the portfolio and ranks #218 among its holdings.

250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

E&G Advisors held 9,700 shares of Simplify Managed Futures Strategy ETF worth $252K as of Q2 2026.
Simplify Managed Futures Strategy ETF was a new E&G Advisors position in Q2 2026.
Simplify Managed Futures Strategy ETF made up 0.05% of E&G Advisors's portfolio in Q2 2026, its #218 holding.
250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on E&G Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.