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Genesis Wealth Advisors’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Genesis Wealth 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
Q1 		$325K Hold
10,766
– – 0.22% 45
2025
Q4 		$293K Buy
+10,766
New +$296K 0.2% 46

Other funds holding CTA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $9.2B AUM 23.26% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWAO
Independence Wealth Advisors (Ohio) Independence, Ohio $188M AUM
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Genesis Wealth Advisors's CTA Position: Q1 2026 in Review

Genesis Wealth Advisors held its Simplify Managed Futures Strategy ETF (CTA) position steady in Q1 2026 at 10,766 shares worth $325K. The position accounts for 0.22% of the portfolio, ranked #45.

Genesis Wealth Advisors first reported a position in CTA in Q4 2025 and has held it in 2 quarters since. 238 funds tracked by Wall St. Rank hold CTA as of Q1 2026.

  • Genesis Wealth Advisors held 10,766 shares of Simplify Managed Futures Strategy ETF worth $325K as of Q1 2026.
  • Genesis Wealth Advisors left its Simplify Managed Futures Strategy ETF share count unchanged in Q1 2026.
  • Simplify Managed Futures Strategy ETF made up 0.22% of Genesis Wealth Advisors's portfolio in Q1 2026, its #45 holding.
  • Genesis Wealth Advisors first reported a position in Simplify Managed Futures Strategy ETF in Q4 2025 and has held it in 2 quarters since.
  • 238 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q1 2026.

Based on Genesis Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.