HighTower Advisors’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

HighTower Advisors’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 Q1	$20.7M	Buy	683,575 +154,900	+29%	+$4.5M	0.02%	606
2025 Q4	$14.4M	Sell	528,675 -36,772	-7%	-$1.01M	0.02%	729
2025 Q3	$15.8M	Buy	565,447 +43,149	+8%	+$1.19M	0.02%	682
2025 Q2	$14M	Sell	522,298 -184,017	-26%	-$5.11M	0.02%	674
2025 Q1	$20.9M	Buy	706,315 +463,768	+191%	+$13.5M	0.03%	527
2024 Q4	$6.76M	Buy	242,547 +3,509	+1%	+$95.2K	0.01%	922
2024 Q3	$6.21M	Buy	+239,038	New	+$6.27M	0.01%	949
2023 Q1	–	Sell	-7,840	Closed	-$204K	–	3472
2022 Q4	$204K	Buy	+7,840	New	+$221K	﹤0.01%	2763

Other funds holding CTA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BIG

Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IWAO

Independence Wealth Advisors (Ohio) Independence, Ohio $188M AUM

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HighTower Advisors's CTA Position: Q1 2026 in Review

HighTower Advisors increased its Simplify Managed Futures Strategy ETF (CTA) stake by 29% in Q1 2026, buying an estimated $4.5M and bringing the position to 683,575 shares worth $20.7M. The position accounts for 0.02% of the portfolio, ranked #606.

HighTower Advisors first reported a position in CTA in Q4 2022 and has held it in 8 quarters since. The position peaked at $20.9M in Q1 2025. 238 funds tracked by Wall St. Rank hold CTA as of Q1 2026.

HighTower Advisors held 683,575 shares of Simplify Managed Futures Strategy ETF worth $20.7M as of Q1 2026.
HighTower Advisors bought 154,900 Simplify Managed Futures Strategy ETF shares in Q1 2026, an estimated $4.5M.
Simplify Managed Futures Strategy ETF made up 0.02% of HighTower Advisors's portfolio in Q1 2026, its #606 holding.
HighTower Advisors first reported a position in Simplify Managed Futures Strategy ETF in Q4 2022 and has held it in 8 quarters since.
HighTower Advisors's Simplify Managed Futures Strategy ETF position peaked at $20.9M in Q1 2025.
238 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.