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

Montgomery Financial 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	$33.5K	Buy	+1,290	New	+$38.3K	0.03%	88

Other funds holding CTA

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Montgomery Financial Services's CTA Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Simplify Managed Futures Strategy ETF (CTA) in Q2 2026: 1,290 shares worth $33.5K. The stake represents 0.03% of the portfolio and ranks #88 among its holdings.

241 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

Montgomery Financial Services held 1,290 shares of Simplify Managed Futures Strategy ETF worth $33.5K as of Q2 2026.
Simplify Managed Futures Strategy ETF was a new Montgomery Financial Services position in Q2 2026.
Simplify Managed Futures Strategy ETF made up 0.03% of Montgomery Financial Services's portfolio in Q2 2026, its #88 holding.
241 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.