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

Fiscal Wisdom 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
Q1 		– Sell
-14,471
Closed -$394K – 96
2025
Q4 		$394K Buy
14,471
+7,211
+99% +$198K 0.37% 44
2025
Q3 		$205K Buy
+7,260
New +$200K 0.19% 75

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
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IWAO
Independence Wealth Advisors (Ohio) Independence, Ohio $199M AUM
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fiscal Wisdom Wealth Management's CTA Position: Q1 2026 in Review

Fiscal Wisdom Wealth Management sold out of Simplify Managed Futures Strategy ETF (CTA) in Q1 2026, closing a stake of 14,471 shares — an estimated $394K sold.

Fiscal Wisdom Wealth Management first reported a position in CTA in Q3 2025 and held it in 2 quarters. The position peaked at $394K in Q4 2025. 239 funds tracked by Wall St. Rank hold CTA as of Q1 2026.

  • Fiscal Wisdom Wealth Management reported no remaining Simplify Managed Futures Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • Fiscal Wisdom Wealth Management sold 14,471 Simplify Managed Futures Strategy ETF shares in Q1 2026, an estimated $394K.
  • Fiscal Wisdom Wealth Management first reported a position in Simplify Managed Futures Strategy ETF in Q3 2025 and held it in 2 quarters.
  • Fiscal Wisdom Wealth Management's Simplify Managed Futures Strategy ETF position peaked at $394K in Q4 2025.
  • 239 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q1 2026.

Based on Fiscal Wisdom Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.