Jeff Yass’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Jeff Yass’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	$358K	Buy	+13,786	New	+$409K	﹤0.01%	10662
2025 Q3	–	Sell	-108,196	Closed	-$2.89M	–	12608
2025 Q2	$2.89M	Buy	+108,196	New	+$3.01M	﹤0.01%	5031
2024 Q3	–	Sell	-13,057	Closed	-$351K	–	12130
2024 Q2	$351K	Buy	+13,057	New	+$352K	﹤0.01%	9109
2023 Q3	–	Sell	-25,136	Closed	-$641K	–	12132
2023 Q2	$641K	Buy	+25,136	New	+$626K	﹤0.01%	7726
2022 Q3	–	Sell	-15,837	Closed	-$435K	–	13288
2022 Q2	$435K	Buy	+15,837	New	+$413K	﹤0.01%	8609

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

Jeff Yass's CTA Position: Q2 2026 in Review

Jeff Yass opened a new position in Simplify Managed Futures Strategy ETF (CTA) in Q2 2026: 13,786 shares worth $358K. The stake represents ﹤0.01% of the portfolio and ranks #10662 among its holdings. This is a return to the name: Jeff Yass previously reported a position in CTA as recently as Q2 2025.

Jeff Yass first reported a position in CTA in Q2 2022 and has held it in 5 quarters since. The position peaked at $2.89M in Q2 2025. 249 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

Jeff Yass held 13,786 shares of Simplify Managed Futures Strategy ETF worth $358K as of Q2 2026.
Simplify Managed Futures Strategy ETF was a new Jeff Yass position in Q2 2026.
Simplify Managed Futures Strategy ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #10662 holding.
Jeff Yass first reported a position in Simplify Managed Futures Strategy ETF in Q2 2022 and has held it in 5 quarters since.
Jeff Yass's Simplify Managed Futures Strategy ETF position peaked at $2.89M in Q2 2025.
249 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.