Elevated Capital Advisors’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Elevated Capital 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	$9.36M	Buy	360,978 +26,138	+8%	+$776K	2.58%	7
2026 Q1	$10.1M	Buy	334,840 +2,719	+0.8%	+$79.1K	2.55%	5
2025 Q4	$9.05M	Buy	332,121 +54,662	+20%	+$1.5M	2.11%	8
2025 Q3	$7.76M	Buy	277,459 +85,409	+44%	+$2.36M	1.93%	9
2025 Q2	$5.68M	Hold	192,050	–	–	1.59%	10
2025 Q1	$5.68M	Buy	192,050 +146,411	+321%	+$4.25M	1.59%	10
2024 Q4	$1.27M	Buy	+45,639	New	+$1.24M	0.35%	68

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

Elevated Capital Advisors's CTA Position: Q2 2026 in Review

Elevated Capital Advisors increased its Simplify Managed Futures Strategy ETF (CTA) stake by 7.8% in Q2 2026, buying an estimated $776K and bringing the position to 360,978 shares worth $9.36M. The position accounts for 2.58% of the portfolio, ranked #7.

Elevated Capital Advisors first reported a position in CTA in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.1M in Q1 2026. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

Elevated Capital Advisors held 360,978 shares of Simplify Managed Futures Strategy ETF worth $9.36M as of Q2 2026.
Elevated Capital Advisors bought 26,138 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $776K.
Simplify Managed Futures Strategy ETF made up 2.58% of Elevated Capital Advisors's portfolio in Q2 2026, its #7 holding.
Elevated Capital Advisors first reported a position in Simplify Managed Futures Strategy ETF in Q4 2024 and has held it in 7 quarters since.
Elevated Capital Advisors's Simplify Managed Futures Strategy ETF position peaked at $10.1M in Q1 2026.
250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.