Evolution Wealth Management’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Evolution Wealth Management’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	$25.4K	Hold	979	–	–	0.01%	426
2026 Q1	$29.6K	Hold	979	–	–	0.02%	363
2025 Q4	$26.7K	Hold	979	–	–	0.02%	322
2025 Q3	$27.4K	Sell	979 -171	-15%	-$4.72K	0.03%	267
2025 Q2	$30.8K	Buy	+1,150	New	+$31.9K	0.04%	232

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

Evolution Wealth Management's CTA Position: Q2 2026 in Review

Evolution Wealth Management held its Simplify Managed Futures Strategy ETF (CTA) position steady in Q2 2026 at 979 shares worth $25.4K. The position accounts for 0.01% of the portfolio, ranked #426.

Evolution Wealth Management first reported a position in CTA in Q2 2025 and has held it in 5 quarters since. The position peaked at $30.8K in Q2 2025. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

Evolution Wealth Management held 979 shares of Simplify Managed Futures Strategy ETF worth $25.4K as of Q2 2026.
Evolution Wealth Management left its Simplify Managed Futures Strategy ETF share count unchanged in Q2 2026.
Simplify Managed Futures Strategy ETF made up 0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #426 holding.
Evolution Wealth Management first reported a position in Simplify Managed Futures Strategy ETF in Q2 2025 and has held it in 5 quarters since.
Evolution Wealth Management's Simplify Managed Futures Strategy ETF position peaked at $30.8K in Q2 2025.
250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.