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Legacy Wealth Management (Idaho)’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Legacy Wealth Management (Idaho)’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 		$448K Buy
17,284
+12,618
+270% +$374K 0.18% 123
2026
Q1 		$141K Buy
+4,666
New +$136K 0.07% 142

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

Legacy Wealth Management (Idaho)'s CTA Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) increased its Simplify Managed Futures Strategy ETF (CTA) stake by 270% in Q2 2026, buying an estimated $374K and bringing the position to 17,284 shares worth $448K. The position accounts for 0.18% of the portfolio, ranked #123.

Legacy Wealth Management (Idaho) first reported a position in CTA in Q1 2026 and has held it in 2 quarters since. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • Legacy Wealth Management (Idaho) held 17,284 shares of Simplify Managed Futures Strategy ETF worth $448K as of Q2 2026.
  • Legacy Wealth Management (Idaho) bought 12,618 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $374K.
  • Simplify Managed Futures Strategy ETF made up 0.18% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #123 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Simplify Managed Futures Strategy ETF in Q1 2026 and has held it in 2 quarters since.
  • 250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.