Morgan Stanley
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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
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
+960
+4,000% +$23.6K ﹤0.01% 6431
2023
Q4 		$602 Buy
+24
New +$628 ﹤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
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

Morgan Stanley's CTA Position: Q1 2026 in Review

Morgan Stanley reduced its Simplify Managed Futures Strategy ETF (CTA) stake by 35% in Q1 2026, selling an estimated $2.9M and leaving 188,559 shares worth $5.7M. The position accounts for ﹤0.01% of the portfolio, ranked #4043.

Morgan Stanley first reported a position in CTA in Q4 2022 and has held it in 12 quarters since. The position peaked at $7.93M in Q3 2025. 238 funds tracked by Wall St. Rank hold CTA as of Q1 2026.

  • Morgan Stanley held 188,559 shares of Simplify Managed Futures Strategy ETF worth $5.7M as of Q1 2026.
  • Morgan Stanley sold 99,708 Simplify Managed Futures Strategy ETF shares in Q1 2026, an estimated $2.9M.
  • Simplify Managed Futures Strategy ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4043 holding.
  • Morgan Stanley first reported a position in Simplify Managed Futures Strategy ETF in Q4 2022 and has held it in 12 quarters since.
  • Morgan Stanley's Simplify Managed Futures Strategy ETF position peaked at $7.93M in Q3 2025.
  • 238 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.