Insight Wealth Strategies’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Insight Wealth Strategies’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	$501K	Sell	19,428 -257	-1%	-$7.63K	0.05%	127
2026 Q1	$595K	Sell	19,685 -18,611	-49%	-$541K	0.07%	122
2025 Q4	$1.04M	Buy	38,296 +7,693	+25%	+$211K	0.12%	104
2025 Q3	$856K	Buy	30,603 +17,504	+134%	+$483K	0.1%	107
2025 Q2	$351K	Buy	+13,099	New	+$364K	0.04%	136

Other funds holding CTA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Insight Wealth Strategies's CTA Position: Q2 2026 in Review

Insight Wealth Strategies reduced its Simplify Managed Futures Strategy ETF (CTA) stake by 1.3% in Q2 2026, selling an estimated $7.63K and leaving 19,428 shares worth $501K. The position accounts for 0.05% of the portfolio, ranked #127.

Insight Wealth Strategies first reported a position in CTA in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.04M in Q4 2025. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

Insight Wealth Strategies held 19,428 shares of Simplify Managed Futures Strategy ETF worth $501K as of Q2 2026.
Insight Wealth Strategies sold 257 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $7.63K.
Simplify Managed Futures Strategy ETF made up 0.05% of Insight Wealth Strategies's portfolio in Q2 2026, its #127 holding.
Insight Wealth Strategies first reported a position in Simplify Managed Futures Strategy ETF in Q2 2025 and has held it in 5 quarters since.
Insight Wealth Strategies's Simplify Managed Futures Strategy ETF position peaked at $1.04M in Q4 2025.
250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.