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Manning & Napier Advisors’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Manning & Napier 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 		$3M Buy
115,501
+38,776
+51% +$1.15M 0.04% 192
2026
Q1 		$2.35M Buy
76,725
+38,583
+101% +$1.12M 0.03% 222
2025
Q4 		$1.03M Buy
38,142
+31,769
+498% +$872K 0.01% 239
2025
Q3 		$178K Buy
6,373
+5,972
+1,489% +$165K ﹤0.01% 291
2025
Q2 		$10.7K Buy
+401
New +$11.1K ﹤0.01% 297

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

Manning & Napier Advisors's CTA Position: Q2 2026 in Review

Manning & Napier Advisors increased its Simplify Managed Futures Strategy ETF (CTA) stake by 51% in Q2 2026, buying an estimated $1.15M and bringing the position to 115,501 shares worth $3M. The position accounts for 0.04% of the portfolio, ranked #192.

Manning & Napier Advisors first reported a position in CTA in Q2 2025 and has held it in 5 quarters since. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • Manning & Napier Advisors held 115,501 shares of Simplify Managed Futures Strategy ETF worth $3M as of Q2 2026.
  • Manning & Napier Advisors bought 38,776 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $1.15M.
  • Simplify Managed Futures Strategy ETF made up 0.04% of Manning & Napier Advisors's portfolio in Q2 2026, its #192 holding.
  • Manning & Napier Advisors first reported a position in Simplify Managed Futures Strategy ETF in Q2 2025 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 Manning & Napier Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.