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

Longview Financial 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	$6.14M	Buy	236,837 +30,454	+15%	+$904K	3.59%	11
2026 Q1	$6.24M	Buy	206,383 +15,593	+8%	+$453K	3.81%	11
2025 Q4	$5.2M	Buy	190,790 +1,696	+0.9%	+$46.6K	3.53%	11
2025 Q3	$5.29M	Buy	189,094 +1,129	+0.6%	+$31.2K	3.77%	11
2025 Q2	$5.03M	Sell	187,965 -10,463	-5%	-$291K	4.27%	7
2025 Q1	$5.87M	Buy	198,428 +18,600	+10%	+$540K	5.04%	7
2024 Q4	$5.02M	Buy	179,828 +10,729	+6%	+$291K	3.95%	11
2024 Q3	$4.4M	Buy	169,099 +4,198	+3%	+$110K	3.22%	12
2024 Q2	$4.44M	Buy	164,901 +929	+0.6%	+$25.1K	3.38%	12
2024 Q1	$4.09M	Buy	163,972 +7,651	+5%	+$188K	3.07%	12
2023 Q4	$3.69M	Buy	+156,321	New	+$4.09M	2.96%	12

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

Longview Financial Advisors's CTA Position: Q2 2026 in Review

Longview Financial Advisors increased its Simplify Managed Futures Strategy ETF (CTA) stake by 15% in Q2 2026, buying an estimated $904K and bringing the position to 236,837 shares worth $6.14M. The position accounts for 3.59% of the portfolio, ranked #11.

Longview Financial Advisors first reported a position in CTA in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.24M in Q1 2026. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

Longview Financial Advisors held 236,837 shares of Simplify Managed Futures Strategy ETF worth $6.14M as of Q2 2026.
Longview Financial Advisors bought 30,454 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $904K.
Simplify Managed Futures Strategy ETF made up 3.59% of Longview Financial Advisors's portfolio in Q2 2026, its #11 holding.
Longview Financial Advisors first reported a position in Simplify Managed Futures Strategy ETF in Q4 2023 and has held it in 11 quarters since.
Longview Financial Advisors's Simplify Managed Futures Strategy ETF position peaked at $6.24M in Q1 2026.
250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Longview Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.