IWM
CTA icon

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

IHT 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 		$289K Buy
+11,133
New +$330K 0.01% 1030
2025
Q4 		– Sell
-23,661
Closed -$662K – 1200
2025
Q3 		$662K Sell
23,661
-59
-0.2% -$1.63K 0.02% 650
2025
Q2 		$634K Buy
23,720
+4,548
+24% +$126K 0.02% 632
2025
Q1 		$567K Sell
19,172
-91
-0.5% -$2.64K 0.02% 630
2024
Q4 		$537K Buy
+19,263
New +$523K 0.02% 659

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

IHT Wealth Management's CTA Position: Q2 2026 in Review

IHT Wealth Management opened a new position in Simplify Managed Futures Strategy ETF (CTA) in Q2 2026: 11,133 shares worth $289K. The stake represents 0.01% of the portfolio and ranks #1030 among its holdings. This is a return to the name: IHT Wealth Management previously reported a position in CTA as recently as Q3 2025.

IHT Wealth Management first reported a position in CTA in Q4 2024 and has held it in 5 quarters since. The position peaked at $662K in Q3 2025. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • IHT Wealth Management held 11,133 shares of Simplify Managed Futures Strategy ETF worth $289K as of Q2 2026.
  • Simplify Managed Futures Strategy ETF was a new IHT Wealth Management position in Q2 2026.
  • Simplify Managed Futures Strategy ETF made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #1030 holding.
  • IHT Wealth Management first reported a position in Simplify Managed Futures Strategy ETF in Q4 2024 and has held it in 5 quarters since.
  • IHT Wealth Management's Simplify Managed Futures Strategy ETF position peaked at $662K in Q3 2025.
  • 250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.