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

Latitude 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	$1.02M	Sell	39,412 -26,373	-40%	-$783K	0.41%	59
2026 Q1	$1.99M	Buy	65,785 +18,584	+39%	+$540K	0.91%	22
2025 Q4	$1.29M	Sell	47,201 -1,324	-3%	-$36.4K	0.57%	40
2025 Q3	$1.36M	Buy	48,525 +39,661	+447%	+$1.1M	0.62%	32
2025 Q2	$237K	Buy	+8,864	New	+$246K	0.12%	186

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

Latitude Advisors's CTA Position: Q2 2026 in Review

Latitude Advisors reduced its Simplify Managed Futures Strategy ETF (CTA) stake by 40% in Q2 2026, selling an estimated $783K and leaving 39,412 shares worth $1.02M. The position accounts for 0.41% of the portfolio, ranked #59.

Latitude Advisors first reported a position in CTA in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.99M in Q1 2026. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

Latitude Advisors held 39,412 shares of Simplify Managed Futures Strategy ETF worth $1.02M as of Q2 2026.
Latitude Advisors sold 26,373 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $783K.
Simplify Managed Futures Strategy ETF made up 0.41% of Latitude Advisors's portfolio in Q2 2026, its #59 holding.
Latitude Advisors first reported a position in Simplify Managed Futures Strategy ETF in Q2 2025 and has held it in 5 quarters since.
Latitude Advisors's Simplify Managed Futures Strategy ETF position peaked at $1.99M in Q1 2026.
250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.