Farther Finance Advisors’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Farther Finance 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	$1.46M	Sell	56,298 -12,193	-18%	-$362K	0.01%	886
2026 Q1	$2.02M	Buy	68,491 +11,034	+19%	+$321K	0.02%	646
2025 Q4	$1.57M	Buy	57,457 +19,916	+53%	+$547K	0.02%	685
2025 Q3	$1.05M	Buy	37,541 +4,172	+13%	+$115K	0.02%	701
2025 Q2	$892K	Sell	33,369 -4,869	-13%	-$135K	0.02%	638
2025 Q1	$1.14M	Buy	38,238 +33,225	+663%	+$965K	0.03%	458
2024 Q4	$140K	Buy	5,013 +2,113	+73%	+$57.3K	0.01%	1164
2024 Q3	$75.4K	Buy	+2,900	New	+$76K	﹤0.01%	1439

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

Farther Finance Advisors's CTA Position: Q2 2026 in Review

Farther Finance Advisors reduced its Simplify Managed Futures Strategy ETF (CTA) stake by 18% in Q2 2026, selling an estimated $362K and leaving 56,298 shares worth $1.46M. The position accounts for 0.01% of the portfolio, ranked #886.

Farther Finance Advisors first reported a position in CTA in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.02M in Q1 2026. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

Farther Finance Advisors held 56,298 shares of Simplify Managed Futures Strategy ETF worth $1.46M as of Q2 2026.
Farther Finance Advisors sold 12,193 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $362K.
Simplify Managed Futures Strategy ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #886 holding.
Farther Finance Advisors first reported a position in Simplify Managed Futures Strategy ETF in Q3 2024 and has held it in 8 quarters since.
Farther Finance Advisors's Simplify Managed Futures Strategy ETF position peaked at $2.02M in Q1 2026.
250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.