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Eastern Bank’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Eastern Bank’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
2025
Q2 		– Sell
-30
Closed -$888 – 953
2025
Q1 		$888 Buy
+30
New +$872 ﹤0.01% 956

Other funds holding CTA

Carson Wealth (CWM LLC)
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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 $377B AUM 19.32% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return

Eastern Bank's CTA Position: Q2 2025 in Review

Eastern Bank sold out of Simplify Managed Futures Strategy ETF (CTA) in Q2 2025, closing a stake of 30 shares — an estimated $888 sold.

Eastern Bank first reported a position in CTA in Q1 2025 and held it in 1 quarter. The position peaked at $888 in Q1 2025. 191 funds tracked by Wall St. Rank hold CTA as of Q2 2025.

  • Eastern Bank reported no remaining Simplify Managed Futures Strategy ETF position as of Q2 2025 after selling out during the quarter.
  • Eastern Bank sold 30 Simplify Managed Futures Strategy ETF shares in Q2 2025, an estimated $888.
  • Eastern Bank first reported a position in Simplify Managed Futures Strategy ETF in Q1 2025 and held it in 1 quarter.
  • Eastern Bank's Simplify Managed Futures Strategy ETF position peaked at $888 in Q1 2025.
  • 191 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2025.

Based on Eastern Bank's 13F filing for Q2 2025, filed 24 Jul 2025.