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Independent Financial Group’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Independent Financial Group’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 		$935K Buy
36,035
+12,264
+52% +$364K 0.02% 722
2026
Q1 		$718K Buy
23,771
+3,127
+15% +$90.9K 0.02% 758
2025
Q4 		$563K Buy
20,644
+8,241
+66% +$226K 0.01% 846
2025
Q3 		$347K Buy
12,403
+1,032
+9% +$28.5K 0.01% 1016
2025
Q2 		$304K Buy
11,371
+322
+3% +$8.95K 0.01% 1023
2025
Q1 		$327K Buy
11,049
+680
+7% +$19.8K 0.01% 892
2024
Q4 		$289K Sell
10,369
-555
-5% -$15.1K 0.01% 913
2024
Q3 		$284K Sell
10,924
-129
-1% -$3.38K 0.01% 902
2024
Q2 		$298K Sell
11,053
-471
-4% -$12.7K 0.01% 843
2024
Q1 		$288K Buy
11,524
+1,436
+14% +$35.3K 0.01% 804
2023
Q4 		$238K Buy
10,088
+595
+6% +$15.6K 0.01% 824
2023
Q3 		$262K Buy
+9,493
New +$247K 0.02% 718
2023
Q1 		– Sell
-11,212
Closed -$292K – 846
2022
Q4 		$292K Buy
+11,212
New +$317K 0.03% 563

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 Financial Group's CTA Position: Q2 2026 in Review

Independent Financial Group increased its Simplify Managed Futures Strategy ETF (CTA) stake by 52% in Q2 2026, buying an estimated $364K and bringing the position to 36,035 shares worth $935K. The position accounts for 0.02% of the portfolio, ranked #722.

Independent Financial Group first reported a position in CTA in Q4 2022 and has held it in 13 quarters since. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • Independent Financial Group held 36,035 shares of Simplify Managed Futures Strategy ETF worth $935K as of Q2 2026.
  • Independent Financial Group bought 12,264 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $364K.
  • Simplify Managed Futures Strategy ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #722 holding.
  • Independent Financial Group first reported a position in Simplify Managed Futures Strategy ETF in Q4 2022 and has held it in 13 quarters since.
  • 250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.