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Golden State Wealth Management’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Golden State Wealth 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 		$9.53K Sell
367
-48
-12% -$1.42K ﹤0.01% 1132
2026
Q1 		$12.5K Buy
415
+3
+0.7% +$87 ﹤0.01% 1044
2025
Q4 		$11.2K Buy
412
+36
+10% +$989 ﹤0.01% 1077
2025
Q3 		$10.5K Hold
376
– – ﹤0.01% 1091
2025
Q2 		$10.1K Buy
376
+184
+96% +$5.11K ﹤0.01% 1077
2025
Q1 		$5.7K Buy
+192
New +$5.58K ﹤0.01% 1139

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

Golden State Wealth Management's CTA Position: Q2 2026 in Review

Golden State Wealth Management reduced its Simplify Managed Futures Strategy ETF (CTA) stake by 12% in Q2 2026, selling an estimated $1.42K and leaving 367 shares worth $9.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1132.

Golden State Wealth Management first reported a position in CTA in Q1 2025 and has held it in 6 quarters since. The position peaked at $12.5K in Q1 2026. 251 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • Golden State Wealth Management held 367 shares of Simplify Managed Futures Strategy ETF worth $9.53K as of Q2 2026.
  • Golden State Wealth Management sold 48 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $1.42K.
  • Simplify Managed Futures Strategy ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1132 holding.
  • Golden State Wealth Management first reported a position in Simplify Managed Futures Strategy ETF in Q1 2025 and has held it in 6 quarters since.
  • Golden State Wealth Management's Simplify Managed Futures Strategy ETF position peaked at $12.5K in Q1 2026.
  • 251 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.