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Fielder Capital Group’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Fielder Capital Group’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 		$12.6M Buy
486,636
+18,512
+4% +$549K 2.73% 8
2026
Q1 		$14.1M Buy
468,124
+50,390
+12% +$1.47M 3.08% 8
2025
Q4 		$11.4M Buy
417,734
+54,856
+15% +$1.51M 2.42% 9
2025
Q3 		$10.1M Buy
362,878
+20,152
+6% +$556K 2.31% 13
2025
Q2 		$9.16M Buy
+342,726
New +$9.52M 2.44% 13

Other funds holding CTA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Citigroup
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fielder Capital Group's CTA Position: Q2 2026 in Review

Fielder Capital Group increased its Simplify Managed Futures Strategy ETF (CTA) stake by 4% in Q2 2026, buying an estimated $549K and bringing the position to 486,636 shares worth $12.6M. The position accounts for 2.73% of the portfolio, ranked #8.

Fielder Capital Group first reported a position in CTA in Q2 2025 and has held it in 5 quarters since. The position peaked at $14.1M in Q1 2026. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • Fielder Capital Group held 486,636 shares of Simplify Managed Futures Strategy ETF worth $12.6M as of Q2 2026.
  • Fielder Capital Group bought 18,512 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $549K.
  • Simplify Managed Futures Strategy ETF made up 2.73% of Fielder Capital Group's portfolio in Q2 2026, its #8 holding.
  • Fielder Capital Group first reported a position in Simplify Managed Futures Strategy ETF in Q2 2025 and has held it in 5 quarters since.
  • Fielder Capital Group's Simplify Managed Futures Strategy ETF position peaked at $14.1M in Q1 2026.
  • 250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Fielder Capital Group's 13F filing for Q2 2026, filed 6 Aug 2026.