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IAG Wealth Partners’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

IAG Wealth 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 		$21.3M Buy
821,040
+26,180
+3% +$777K 2.11% 18
2026
Q1 		$24M Sell
794,860
-17,108
-2% -$497K 2.68% 11
2025
Q4 		$22.1M Buy
811,968
+35,670
+5% +$979K 2.56% 13
2025
Q3 		$21.7M Buy
+776,298
New +$21.4M 2.61% 12

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

IAG Wealth Partners's CTA Position: Q2 2026 in Review

IAG Wealth Partners increased its Simplify Managed Futures Strategy ETF (CTA) stake by 3.3% in Q2 2026, buying an estimated $777K and bringing the position to 821,040 shares worth $21.3M. The position accounts for 2.11% of the portfolio, ranked #18.

IAG Wealth Partners first reported a position in CTA in Q3 2025 and has held it in 4 quarters since. The position peaked at $24M in Q1 2026. 251 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • IAG Wealth Partners held 821,040 shares of Simplify Managed Futures Strategy ETF worth $21.3M as of Q2 2026.
  • IAG Wealth Partners bought 26,180 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $777K.
  • Simplify Managed Futures Strategy ETF made up 2.11% of IAG Wealth Partners's portfolio in Q2 2026, its #18 holding.
  • IAG Wealth Partners first reported a position in Simplify Managed Futures Strategy ETF in Q3 2025 and has held it in 4 quarters since.
  • IAG Wealth Partners's Simplify Managed Futures Strategy ETF position peaked at $24M in Q1 2026.
  • 251 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.