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Independence Wealth Advisors (Ohio)’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Independence Wealth Advisors (Ohio)’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 		$25.3M Buy
973,762
+22,288
+2% +$661K 12.67% 2
2026
Q1 		$28.8M Buy
951,474
+61,423
+7% +$1.79M 15.33% 2
2025
Q4 		$24.3M Buy
+890,051
New +$24.4M 13.65% 1

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
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Independence Wealth Advisors (Ohio)'s CTA Position: Q2 2026 in Review

Independence Wealth Advisors (Ohio) increased its Simplify Managed Futures Strategy ETF (CTA) stake by 2.3% in Q2 2026, buying an estimated $661K and bringing the position to 973,762 shares worth $25.3M. The position accounts for 12.67% of the portfolio, ranked #2.

Independence Wealth Advisors (Ohio) first reported a position in CTA in Q4 2025 and has held it in 3 quarters since. The position peaked at $28.8M in Q1 2026. 249 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • Independence Wealth Advisors (Ohio) held 973,762 shares of Simplify Managed Futures Strategy ETF worth $25.3M as of Q2 2026.
  • Independence Wealth Advisors (Ohio) bought 22,288 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $661K.
  • Simplify Managed Futures Strategy ETF made up 12.67% of Independence Wealth Advisors (Ohio)'s portfolio in Q2 2026, its #2 holding.
  • Independence Wealth Advisors (Ohio) first reported a position in Simplify Managed Futures Strategy ETF in Q4 2025 and has held it in 3 quarters since.
  • Independence Wealth Advisors (Ohio)'s Simplify Managed Futures Strategy ETF position peaked at $28.8M in Q1 2026.
  • 249 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Independence Wealth Advisors (Ohio)'s 13F filing for Q2 2026, filed 14 Aug 2026.