LPL Financial
CTA icon

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

LPL Financial’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 		$38.3M Buy
1,475,530
+421,789
+40% +$12.5M 0.01% 1160
2026
Q1 		$31.8M Sell
1,053,741
-18,602
-2% -$541K 0.01% 1156
2025
Q4 		$29.2M Buy
1,072,343
+239,712
+29% +$6.58M 0.01% 1162
2025
Q3 		$23.3M Sell
832,631
-20,936
-2% -$578K 0.01% 1266
2025
Q2 		$22.8M Buy
853,567
+109,654
+15% +$3.05M 0.01% 1176
2025
Q1 		$22M Buy
743,913
+323,572
+77% +$9.4M 0.01% 1095
2024
Q4 		$11.7M Buy
420,341
+93,967
+29% +$2.55M ﹤0.01% 1418
2024
Q3 		$8.49M Buy
326,374
+39,417
+14% +$1.03M ﹤0.01% 1595
2024
Q2 		$7.72M Sell
286,957
-46,270
-14% -$1.25M ﹤0.01% 1530
2024
Q1 		$8.31M Buy
333,227
+221,025
+197% +$5.44M ﹤0.01% 1447
2023
Q4 		$2.65M Buy
112,202
+79,489
+243% +$2.08M ﹤0.01% 2170
2023
Q3 		$901K Buy
32,713
+1,660
+5% +$43.2K ﹤0.01% 2982
2023
Q2 		$792K Buy
31,053
+316
+1% +$7.87K ﹤0.01% 3045
2023
Q1 		$720K Buy
+30,737
New +$781K ﹤0.01% 3027

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
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LPL Financial's CTA Position: Q2 2026 in Review

LPL Financial increased its Simplify Managed Futures Strategy ETF (CTA) stake by 40% in Q2 2026, buying an estimated $12.5M and bringing the position to 1,475,530 shares worth $38.3M. The position accounts for 0.01% of the portfolio, ranked #1160.

LPL Financial first reported a position in CTA in Q1 2023 and has held it in 14 quarters since. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • LPL Financial held 1,475,530 shares of Simplify Managed Futures Strategy ETF worth $38.3M as of Q2 2026.
  • LPL Financial bought 421,789 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $12.5M.
  • Simplify Managed Futures Strategy ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1160 holding.
  • LPL Financial first reported a position in Simplify Managed Futures Strategy ETF in Q1 2023 and has held it in 14 quarters since.
  • 250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.