Hilltop Holdings’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Hilltop Holdings’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	$603K	Hold	23,230	–	–	0.05%	377
2026 Q1	$702K	Sell	23,230 -13,857	-37%	-$403K	0.06%	321
2025 Q4	$1.01M	Buy	37,087 +1,216	+3%	+$33.4K	0.06%	325
2025 Q3	$1M	Buy	35,871 +289	+0.8%	+$7.98K	0.05%	358
2025 Q2	$951K	Sell	35,582 -3,258	-8%	-$90.5K	0.06%	341
2025 Q1	$1.15M	Buy	+38,840	New	+$1.13M	0.07%	291

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

Hilltop Holdings's CTA Position: Q2 2026 in Review

Hilltop Holdings held its Simplify Managed Futures Strategy ETF (CTA) position steady in Q2 2026 at 23,230 shares worth $603K. The position accounts for 0.05% of the portfolio, ranked #377.

Hilltop Holdings first reported a position in CTA in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.15M in Q1 2025. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

Hilltop Holdings held 23,230 shares of Simplify Managed Futures Strategy ETF worth $603K as of Q2 2026.
Hilltop Holdings left its Simplify Managed Futures Strategy ETF share count unchanged in Q2 2026.
Simplify Managed Futures Strategy ETF made up 0.05% of Hilltop Holdings's portfolio in Q2 2026, its #377 holding.
Hilltop Holdings first reported a position in Simplify Managed Futures Strategy ETF in Q1 2025 and has held it in 6 quarters since.
Hilltop Holdings's Simplify Managed Futures Strategy ETF position peaked at $1.15M in Q1 2025.
250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Hilltop Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.