Legacy Capital Group California’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Legacy Capital Group California’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	$999K	Buy	38,528 +2,688	+8%	+$79.8K	0.3%	97
2026 Q1	$1.08M	Buy	+35,840	New	+$1.04M	0.41%	61
2025 Q4	–	Sell	-41,577	Closed	-$1.16M	–	345
2025 Q3	$1.16M	Sell	41,577 -215	-0.5%	-$5.94K	0.3%	81
2025 Q2	$1.12M	Buy	41,792 +261	+0.6%	+$7.25K	0.31%	81
2025 Q1	$1.23M	Sell	41,531 -33,474	-45%	-$973K	0.43%	40
2024 Q4	$2.09M	Buy	75,005 +2,007	+3%	+$54.4K	0.64%	21
2024 Q3	$1.9M	Buy	+72,998	New	+$1.91M	0.63%	30

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

Legacy Capital Group California's CTA Position: Q2 2026 in Review

Legacy Capital Group California increased its Simplify Managed Futures Strategy ETF (CTA) stake by 7.5% in Q2 2026, buying an estimated $79.8K and bringing the position to 38,528 shares worth $999K. The position accounts for 0.3% of the portfolio, ranked #97.

Legacy Capital Group California first reported a position in CTA in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.09M in Q4 2024. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

Legacy Capital Group California held 38,528 shares of Simplify Managed Futures Strategy ETF worth $999K as of Q2 2026.
Legacy Capital Group California bought 2,688 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $79.8K.
Simplify Managed Futures Strategy ETF made up 0.3% of Legacy Capital Group California's portfolio in Q2 2026, its #97 holding.
Legacy Capital Group California first reported a position in Simplify Managed Futures Strategy ETF in Q3 2024 and has held it in 7 quarters since.
Legacy Capital Group California's Simplify Managed Futures Strategy ETF position peaked at $2.09M in Q4 2024.
250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.