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

IFP 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
Q2 		$85.9K Sell
3,312
-1,969
-37% -$58.4K ﹤0.01% 2082
2026
Q1 		$160K Sell
5,281
-4,564
-46% -$133K ﹤0.01% 1522
2025
Q4 		$268K Buy
9,845
+95
+1% +$2.61K 0.01% 1220
2025
Q3 		$273K Buy
9,750
+451
+5% +$12.5K 0.01% 1141
2025
Q2 		$249K Buy
9,299
+1,197
+15% +$33.3K 0.01% 1161
2025
Q1 		$240K Buy
8,102
+3,981
+97% +$116K 0.01% 1089
2024
Q4 		$115K Sell
4,121
-85
-2% -$2.31K ﹤0.01% 1402
2024
Q3 		$109K Buy
4,206
+431
+11% +$11.3K ﹤0.01% 1361
2024
Q2 		$102K Buy
3,775
+509
+16% +$13.7K ﹤0.01% 1363
2024
Q1 		$81.5K Buy
3,266
+3,131
+2,319% +$77K ﹤0.01% 1371
2023
Q4 		$3.19K Sell
135
-89
-40% -$2.33K ﹤0.01% 2552
2023
Q3 		$6.17K Sell
224
-518
-70% -$13.5K ﹤0.01% 2432
2023
Q2 		$18.9K Sell
742
-675
-48% -$16.8K ﹤0.01% 2032
2023
Q1 		$35.8K Sell
1,417
-29,359
-95% -$746K ﹤0.01% 1746
2022
Q4 		$779K Buy
30,776
+29,224
+1,883% +$825K 0.02% 721
2022
Q3 		$40K Buy
+1,552
New +$45.1K ﹤0.01% 2538

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

IFP Advisors's CTA Position: Q2 2026 in Review

IFP Advisors reduced its Simplify Managed Futures Strategy ETF (CTA) stake by 37% in Q2 2026, selling an estimated $58.4K and leaving 3,312 shares worth $85.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2082.

IFP Advisors first reported a position in CTA in Q3 2022 and has held it in 16 quarters since. The position peaked at $779K in Q4 2022. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • IFP Advisors held 3,312 shares of Simplify Managed Futures Strategy ETF worth $85.9K as of Q2 2026.
  • IFP Advisors sold 1,969 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $58.4K.
  • Simplify Managed Futures Strategy ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2082 holding.
  • IFP Advisors first reported a position in Simplify Managed Futures Strategy ETF in Q3 2022 and has held it in 16 quarters since.
  • IFP Advisors's Simplify Managed Futures Strategy ETF position peaked at $779K in Q4 2022.
  • 250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.