GRP
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Global Retirement Partners’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Global Retirement Partners’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 		$390K Buy
+15,023
New +$446K 0.01% 1164
2025
Q4 		$713K Buy
26,165
+24,245
+1,263% +$666K 0.01% 781
2025
Q3 		$53.7K Buy
1,920
+171
+10% +$4.72K ﹤0.01% 1848
2025
Q2 		$46.8K Buy
+1,749
New +$48.6K ﹤0.01% 1807

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

Global Retirement Partners's CTA Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Simplify Managed Futures Strategy ETF (CTA) in Q2 2026: 15,023 shares worth $390K. The stake represents 0.01% of the portfolio and ranks #1164 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CTA as recently as Q4 2025.

Global Retirement Partners first reported a position in CTA in Q2 2025 and has held it in 4 quarters since. The position peaked at $713K in Q4 2025. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • Global Retirement Partners held 15,023 shares of Simplify Managed Futures Strategy ETF worth $390K as of Q2 2026.
  • Simplify Managed Futures Strategy ETF was a new Global Retirement Partners position in Q2 2026.
  • Simplify Managed Futures Strategy ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1164 holding.
  • Global Retirement Partners first reported a position in Simplify Managed Futures Strategy ETF in Q2 2025 and has held it in 4 quarters since.
  • Global Retirement Partners's Simplify Managed Futures Strategy ETF position peaked at $713K in Q4 2025.
  • 250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.