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Golden State Equity Partners’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Golden State Equity 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 		– Sell
-7,249
Closed -$219K – 633
2026
Q1 		$219K Buy
+7,249
New +$211K 0.02% 625

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BIG
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LPL Financial
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Envestnet Asset Management
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AWM
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IWAO
Independence Wealth Advisors (Ohio) Independence, Ohio $199M AUM
IWP
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Golden State Equity Partners's CTA Position: Q2 2026 in Review

Golden State Equity Partners sold out of Simplify Managed Futures Strategy ETF (CTA) in Q2 2026, closing a stake of 7,249 shares — an estimated $219K sold.

Golden State Equity Partners first reported a position in CTA in Q1 2026 and held it in 1 quarter. The position peaked at $219K in Q1 2026. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • Golden State Equity Partners reported no remaining Simplify Managed Futures Strategy ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 7,249 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $219K.
  • Golden State Equity Partners first reported a position in Simplify Managed Futures Strategy ETF in Q1 2026 and held it in 1 quarter.
  • Golden State Equity Partners's Simplify Managed Futures Strategy ETF position peaked at $219K in Q1 2026.
  • 250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.