MML Investors Services
CTA icon

MML Investors Services’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

MML Investors Services’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 		$5.67M Sell
218,703
-216,508
-50% -$6.42M 0.01% 923
2026
Q1 		$13.2M Buy
435,211
+318,778
+274% +$9.27M 0.04% 454
2025
Q4 		$3.17M Sell
116,433
-65,756
-36% -$1.81M 0.01% 1121
2025
Q3 		$5.1M Buy
182,189
+17,748
+11% +$490K 0.01% 813
2025
Q2 		$4.4M Buy
164,441
+49,718
+43% +$1.38M 0.01% 843
2025
Q1 		$3.4M Buy
114,723
+13,849
+14% +$402K 0.01% 916
2024
Q4 		$2.81M Buy
+100,874
New +$2.74M 0.01% 959

Other funds holding CTA

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
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

MML Investors Services's CTA Position: Q2 2026 in Review

MML Investors Services reduced its Simplify Managed Futures Strategy ETF (CTA) stake by 50% in Q2 2026, selling an estimated $6.42M and leaving 218,703 shares worth $5.67M. The position accounts for 0.01% of the portfolio, ranked #923.

MML Investors Services first reported a position in CTA in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.2M in Q1 2026. 153 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • MML Investors Services held 218,703 shares of Simplify Managed Futures Strategy ETF worth $5.67M as of Q2 2026.
  • MML Investors Services sold 216,508 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $6.42M.
  • Simplify Managed Futures Strategy ETF made up 0.01% of MML Investors Services's portfolio in Q2 2026, its #923 holding.
  • MML Investors Services first reported a position in Simplify Managed Futures Strategy ETF in Q4 2024 and has held it in 7 quarters since.
  • MML Investors Services's Simplify Managed Futures Strategy ETF position peaked at $13.2M in Q1 2026.
  • 153 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.