Jones Financial Companies
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Jones Financial Companies’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Jones Financial Companies’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 		$30.9K Buy
+1,194
New +$35.4K ﹤0.01% 3314
2026
Q1 		– Sell
-66
Closed -$1.8K – 4766
2025
Q4 		$1.8K Buy
66
+33
+100% +$906 ﹤0.01% 3850
2025
Q3 		$930 Buy
+33
New +$911 ﹤0.01% 3914

Other funds holding CTA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies's CTA Position: Q2 2026 in Review

Jones Financial Companies opened a new position in Simplify Managed Futures Strategy ETF (CTA) in Q2 2026: 1,194 shares worth $30.9K. The stake represents ﹤0.01% of the portfolio and ranks #3314 among its holdings. This is a return to the name: Jones Financial Companies previously reported a position in CTA as recently as Q4 2025.

Jones Financial Companies first reported a position in CTA in Q3 2025 and has held it in 3 quarters since. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • Jones Financial Companies held 1,194 shares of Simplify Managed Futures Strategy ETF worth $30.9K as of Q2 2026.
  • Simplify Managed Futures Strategy ETF was a new Jones Financial Companies position in Q2 2026.
  • Simplify Managed Futures Strategy ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3314 holding.
  • Jones Financial Companies first reported a position in Simplify Managed Futures Strategy ETF in Q3 2025 and has held it in 3 quarters since.
  • 250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.