Kennedy Investment Group’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Kennedy Investment Group’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	$649K	Buy	25,003 +6,760	+37%	+$201K	0.22%	92
2026 Q1	$551K	Buy	18,243 +2,539	+16%	+$73.8K	0.22%	88
2025 Q4	$428K	Buy	15,704 +4,431	+39%	+$122K	0.16%	99
2025 Q3	$315K	Buy	11,273 +3,196	+40%	+$88.2K	0.13%	111
2025 Q2	$216K	Buy	+8,077	New	+$224K	0.09%	126

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

Kennedy Investment Group's CTA Position: Q2 2026 in Review

Kennedy Investment Group increased its Simplify Managed Futures Strategy ETF (CTA) stake by 37% in Q2 2026, buying an estimated $201K and bringing the position to 25,003 shares worth $649K. The position accounts for 0.22% of the portfolio, ranked #92.

Kennedy Investment Group first reported a position in CTA in Q2 2025 and has held it in 5 quarters since. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

Kennedy Investment Group held 25,003 shares of Simplify Managed Futures Strategy ETF worth $649K as of Q2 2026.
Kennedy Investment Group bought 6,760 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $201K.
Simplify Managed Futures Strategy ETF made up 0.22% of Kennedy Investment Group's portfolio in Q2 2026, its #92 holding.
Kennedy Investment Group first reported a position in Simplify Managed Futures Strategy ETF in Q2 2025 and has held it in 5 quarters since.
250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Kennedy Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.