IAA
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Independent Advisor Alliance’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Independent Advisor Alliance’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 		$250K Sell
9,650
-9,315
-49% -$276K 0.01% 894
2026
Q1 		$573K Buy
+18,965
New +$551K 0.01% 1054

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

Independent Advisor Alliance's CTA Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Simplify Managed Futures Strategy ETF (CTA) stake by 49% in Q2 2026, selling an estimated $276K and leaving 9,650 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #894.

Independent Advisor Alliance first reported a position in CTA in Q1 2026 and has held it in 2 quarters since. The position peaked at $573K in Q1 2026. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • Independent Advisor Alliance held 9,650 shares of Simplify Managed Futures Strategy ETF worth $250K as of Q2 2026.
  • Independent Advisor Alliance sold 9,315 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $276K.
  • Simplify Managed Futures Strategy ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #894 holding.
  • Independent Advisor Alliance first reported a position in Simplify Managed Futures Strategy ETF in Q1 2026 and has held it in 2 quarters since.
  • Independent Advisor Alliance's Simplify Managed Futures Strategy ETF position peaked at $573K in Q1 2026.
  • 250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.