Mariner
CTA icon

Mariner’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Mariner’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 		– Sell
-59,657
Closed -$1.8M – 3590
2026
Q1 		$1.8M Buy
59,657
+10,213
+21% +$297K ﹤0.01% 1576
2025
Q4 		$1.35M Buy
49,444
+6,105
+14% +$168K ﹤0.01% 1733
2025
Q3 		$1.21M Sell
43,339
-82,187
-65% -$2.27M ﹤0.01% 1762
2025
Q2 		$3.36M Buy
125,526
+34,913
+39% +$970K ﹤0.01% 1042
2025
Q1 		$2.68M Buy
+90,613
New +$2.63M ﹤0.01% 1082

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

Mariner's CTA Position: Q2 2026 in Review

Mariner sold out of Simplify Managed Futures Strategy ETF (CTA) in Q2 2026, closing a stake of 59,657 shares — an estimated $1.8M sold.

Mariner first reported a position in CTA in Q1 2025 and held it in 5 quarters. The position peaked at $3.36M in Q2 2025. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • Mariner reported no remaining Simplify Managed Futures Strategy ETF position as of Q2 2026 after selling out during the quarter.
  • Mariner sold 59,657 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $1.8M.
  • Mariner first reported a position in Simplify Managed Futures Strategy ETF in Q1 2025 and held it in 5 quarters.
  • Mariner's Simplify Managed Futures Strategy ETF position peaked at $3.36M in Q2 2025.
  • 250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.