Global View Capital Management’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Global View Capital 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 Q2	$1.55M	Buy	59,936 +24,342	+68%	+$722K	0.32%	33
2026 Q1	$1.08M	Buy	35,594 +7,022	+25%	+$204K	0.29%	48
2025 Q4	$779K	Sell	28,572 -196	-0.7%	-$5.38K	0.15%	64
2025 Q3	$805K	Buy	28,768 +4,638	+19%	+$128K	0.17%	64
2025 Q2	$645K	Sell	24,130 -3,291	-12%	-$91.4K	0.21%	55
2025 Q1	$812K	Buy	+27,421	New	+$797K	0.29%	46

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

Global View Capital Management's CTA Position: Q2 2026 in Review

Global View Capital Management increased its Simplify Managed Futures Strategy ETF (CTA) stake by 68% in Q2 2026, buying an estimated $722K and bringing the position to 59,936 shares worth $1.55M. The position accounts for 0.32% of the portfolio, ranked #33.

Global View Capital Management first reported a position in CTA in Q1 2025 and has held it in 6 quarters since. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

Global View Capital Management held 59,936 shares of Simplify Managed Futures Strategy ETF worth $1.55M as of Q2 2026.
Global View Capital Management bought 24,342 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $722K.
Simplify Managed Futures Strategy ETF made up 0.32% of Global View Capital Management's portfolio in Q2 2026, its #33 holding.
Global View Capital Management first reported a position in Simplify Managed Futures Strategy ETF in Q1 2025 and has held it in 6 quarters since.
250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Global View Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.