Global Wealth Strategies & Associates’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Global Wealth Strategies & Associates’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	$892K	Buy	34,371 +2,494	+8%	+$74K	0.17%	40
2026 Q1	$963K	Buy	31,877 +802	+3%	+$23.3K	0.24%	30
2025 Q4	$847K	Sell	31,075 -7,068	-19%	-$194K	0.21%	29
2025 Q3	$1.07M	Sell	38,143 -1,474	-4%	-$40.7K	0.27%	24
2025 Q2	$1.06M	Sell	39,617 -2,483	-6%	-$69K	0.3%	24
2025 Q1	$1.25M	Buy	42,100 +3,567	+9%	+$104K	0.38%	21
2024 Q4	$1.07M	Buy	+38,533	New	+$1.05M	0.34%	24

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 Wealth Strategies & Associates's CTA Position: Q2 2026 in Review

Global Wealth Strategies & Associates increased its Simplify Managed Futures Strategy ETF (CTA) stake by 7.8% in Q2 2026, buying an estimated $74K and bringing the position to 34,371 shares worth $892K. The position accounts for 0.17% of the portfolio, ranked #40.

Global Wealth Strategies & Associates first reported a position in CTA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.25M in Q1 2025. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

Global Wealth Strategies & Associates held 34,371 shares of Simplify Managed Futures Strategy ETF worth $892K as of Q2 2026.
Global Wealth Strategies & Associates bought 2,494 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $74K.
Simplify Managed Futures Strategy ETF made up 0.17% of Global Wealth Strategies & Associates's portfolio in Q2 2026, its #40 holding.
Global Wealth Strategies & Associates first reported a position in Simplify Managed Futures Strategy ETF in Q4 2024 and has held it in 7 quarters since.
Global Wealth Strategies & Associates's Simplify Managed Futures Strategy ETF position peaked at $1.25M in Q1 2025.
250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.