Lloyd Advisory Services’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Lloyd Advisory Services’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	$623K	Buy	24,027 +23,798	+10,392%	+$706K	0.24%	56
2026 Q1	$6.92K	Sell	229 -19,532	-99%	-$568K	﹤0.01%	518
2025 Q4	$539K	Buy	+19,761	New	+$543K	0.21%	55
2025 Q1	–	Sell	-7,964	Closed	-$222K	–	101
2024 Q4	$222K	Sell	7,964 -352	-4%	-$9.55K	0.11%	90
2024 Q3	$216K	Buy	+8,316	New	+$218K	0.1%	93

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

Lloyd Advisory Services's CTA Position: Q2 2026 in Review

Lloyd Advisory Services increased its Simplify Managed Futures Strategy ETF (CTA) stake by 10,392% in Q2 2026, buying an estimated $706K and bringing the position to 24,027 shares worth $623K. The position accounts for 0.24% of the portfolio, ranked #56.

Lloyd Advisory Services first reported a position in CTA in Q3 2024 and has held it in 5 quarters since. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

Lloyd Advisory Services held 24,027 shares of Simplify Managed Futures Strategy ETF worth $623K as of Q2 2026.
Lloyd Advisory Services bought 23,798 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $706K.
Simplify Managed Futures Strategy ETF made up 0.24% of Lloyd Advisory Services's portfolio in Q2 2026, its #56 holding.
Lloyd Advisory Services first reported a position in Simplify Managed Futures Strategy ETF in Q3 2024 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 Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.