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Mather Group’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Mather Group’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
Q1 		$991K Buy
+32,790
New +$953K 0.01% 336
2024
Q4 		– Sell
-425
Closed -$11.1K – 1750
2024
Q3 		$11.1K Buy
+425
New +$11.1K ﹤0.01% 1161

Other funds holding CTA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWAO
Independence Wealth Advisors (Ohio) Independence, Ohio $188M AUM
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mather Group's CTA Position: Q1 2026 in Review

Mather Group opened a new position in Simplify Managed Futures Strategy ETF (CTA) in Q1 2026: 32,790 shares worth $991K. The stake represents 0.01% of the portfolio and ranks #336 among its holdings. This is a return to the name: Mather Group previously reported a position in CTA as recently as Q3 2024.

Mather Group first reported a position in CTA in Q3 2024 and has held it in 2 quarters since. 238 funds tracked by Wall St. Rank hold CTA as of Q1 2026.

  • Mather Group held 32,790 shares of Simplify Managed Futures Strategy ETF worth $991K as of Q1 2026.
  • Simplify Managed Futures Strategy ETF was a new Mather Group position in Q1 2026.
  • Simplify Managed Futures Strategy ETF made up 0.01% of Mather Group's portfolio in Q1 2026, its #336 holding.
  • Mather Group first reported a position in Simplify Managed Futures Strategy ETF in Q3 2024 and has held it in 2 quarters since.
  • 238 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.