JFS Wealth Advisors’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

JFS Wealth Advisors’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	$11.3K	Buy	+435	New	+$12.9K	﹤0.01%	966

Other funds holding CTA

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

BIG

Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PFA

Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return

OFG

OmniStar Financial Group Wilmington, North Carolina $217M AUM 22.69% 1-Year Est. Return

Waterloo Capital Austin, Texas $1.78B AUM 27.25% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

JFS Wealth Advisors's CTA Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Simplify Managed Futures Strategy ETF (CTA) in Q2 2026: 435 shares worth $11.3K. The stake represents ﹤0.01% of the portfolio and ranks #966 among its holdings.

98 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

JFS Wealth Advisors held 435 shares of Simplify Managed Futures Strategy ETF worth $11.3K as of Q2 2026.
Simplify Managed Futures Strategy ETF was a new JFS Wealth Advisors position in Q2 2026.
Simplify Managed Futures Strategy ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #966 holding.
98 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

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