Morgan Stanley’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Morgan Stanley’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	$5.79M	Buy	223,166 +34,607	+18%	+$1.03M	﹤0.01%	4125
2026 Q1	$5.7M	Sell	188,559 -99,708	-35%	-$2.9M	﹤0.01%	4043
2025 Q4	$7.86M	Buy	288,267 +4,915	+2%	+$135K	﹤0.01%	3822
2025 Q3	$7.93M	Buy	283,352 +5,835	+2%	+$161K	﹤0.01%	3755
2025 Q2	$7.42M	Buy	277,517 +12,999	+5%	+$361K	﹤0.01%	3723
2025 Q1	$7.83M	Buy	264,518 +95,127	+56%	+$2.76M	﹤0.01%	3548
2024 Q4	$4.72M	Buy	169,391 +166,348	+5,467%	+$4.51M	﹤0.01%	4049
2024 Q3	$79.1K	Sell	3,043 -1,978	-39%	-$51.9K	﹤0.01%	6082
2024 Q2	$135K	Buy	5,021 +4,037	+410%	+$109K	﹤0.01%	5851
2024 Q1	$24.6K	Buy	984 +972	+8,100%	+$23.9K	﹤0.01%	6431
2023 Q4	$301	Buy	+12	New	+$314	﹤0.01%	7258
2023 Q3	–	Sell	-2	Closed	-$51	–	7629
2023 Q2	$51	Buy	+2	New	+$50	﹤0.01%	7537
2023 Q1	–	Sell	-11	Closed	-$286	–	7735
2022 Q4	$286	Buy	+11	New	+$311	﹤0.01%	7610

Other funds holding CTA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Morgan Stanley's CTA Position: Q2 2026 in Review

Morgan Stanley increased its Simplify Managed Futures Strategy ETF (CTA) stake by 18% in Q2 2026, buying an estimated $1.03M and bringing the position to 223,166 shares worth $5.79M. The position accounts for ﹤0.01% of the portfolio, ranked #4125.

Morgan Stanley first reported a position in CTA in Q4 2022 and has held it in 13 quarters since. The position peaked at $7.93M in Q3 2025. 251 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

Morgan Stanley held 223,166 shares of Simplify Managed Futures Strategy ETF worth $5.79M as of Q2 2026.
Morgan Stanley bought 34,607 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $1.03M.
Simplify Managed Futures Strategy ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4125 holding.
Morgan Stanley first reported a position in Simplify Managed Futures Strategy ETF in Q4 2022 and has held it in 13 quarters since.
Morgan Stanley's Simplify Managed Futures Strategy ETF position peaked at $7.93M in Q3 2025.
251 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

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