Innovative Wealth Building
CTA icon

Innovative Wealth Building’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Innovative Wealth Building’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
Q3 		$248K Buy
8,603
+150
+2% +$4.17K 0.14% 72
2026
Q2 		$219K Buy
8,453
+646
+8% +$19.2K 0.13% 76
2026
Q1 		$236K Buy
+7,807
New +$227K 0.17% 63

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AE Wealth Management
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IAG Wealth Partners
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Independence Wealth Advisors (Ohio)
Independence Wealth Advisors (Ohio) Independence, Ohio $211M AUM 16.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AssetMark Inc
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HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Innovative Wealth Building's CTA Position: Q3 2026 in Review

Innovative Wealth Building increased its Simplify Managed Futures Strategy ETF (CTA) stake by 1.8% in Q3 2026, buying an estimated $4.17K and bringing the position to 8,603 shares worth $248K. The position accounts for 0.14% of the portfolio, ranked #72.

Innovative Wealth Building first reported a position in CTA in Q1 2026 and has held it in 3 quarters since. 210 funds tracked by Wall St. Rank hold CTA as of Q3 2026.

  • Innovative Wealth Building held 8,603 shares of Simplify Managed Futures Strategy ETF worth $248K as of Q3 2026.
  • Innovative Wealth Building bought 150 Simplify Managed Futures Strategy ETF shares in Q3 2026, an estimated $4.17K.
  • Simplify Managed Futures Strategy ETF made up 0.14% of Innovative Wealth Building's portfolio in Q3 2026, its #72 holding.
  • Innovative Wealth Building first reported a position in Simplify Managed Futures Strategy ETF in Q1 2026 and has held it in 3 quarters since.
  • 210 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q3 2026.

Based on Innovative Wealth Building's 13F filing for Q3 2026, filed 14 Oct 2026.