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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
Q2 		$219K Buy
8,453
+646
+8% +$19.2K 0.13% 76
2026
Q1 		$236K Buy
+7,807
New +$227K 0.17% 63

Other funds holding CTA

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Innovative Wealth Building's CTA Position: Q2 2026 in Review

Innovative Wealth Building increased its Simplify Managed Futures Strategy ETF (CTA) stake by 8.3% in Q2 2026, buying an estimated $19.2K and bringing the position to 8,453 shares worth $219K. The position accounts for 0.13% of the portfolio, ranked #76.

Innovative Wealth Building first reported a position in CTA in Q1 2026 and has held it in 2 quarters since. The position peaked at $236K in Q1 2026. 153 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • Innovative Wealth Building held 8,453 shares of Simplify Managed Futures Strategy ETF worth $219K as of Q2 2026.
  • Innovative Wealth Building bought 646 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $19.2K.
  • Simplify Managed Futures Strategy ETF made up 0.13% of Innovative Wealth Building's portfolio in Q2 2026, its #76 holding.
  • Innovative Wealth Building first reported a position in Simplify Managed Futures Strategy ETF in Q1 2026 and has held it in 2 quarters since.
  • Innovative Wealth Building's Simplify Managed Futures Strategy ETF position peaked at $236K in Q1 2026.
  • 153 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Innovative Wealth Building's 13F filing for Q2 2026, filed 23 Jul 2026.