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MPWM Advisory Solutions’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

MPWM Advisory Solutions’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 		$6.12K Hold
236
– – ﹤0.01% 390
2026
Q1 		$7.13K Hold
236
– – ﹤0.01% 370
2025
Q4 		$6.43K Sell
236
-135
-36% -$3.71K ﹤0.01% 358
2025
Q3 		$10.4K Sell
371
-110
-23% -$3.04K 0.01% 290
2025
Q2 		$12.9K Hold
481
– – 0.01% 281
2025
Q1 		$14.2K Hold
481
– – 0.01% 277
2024
Q4 		$13.4K Buy
+481
New +$13K 0.01% 290

Other funds holding CTA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MPWM Advisory Solutions's CTA Position: Q2 2026 in Review

MPWM Advisory Solutions held its Simplify Managed Futures Strategy ETF (CTA) position steady in Q2 2026 at 236 shares worth $6.12K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

MPWM Advisory Solutions first reported a position in CTA in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.2K in Q1 2025. 251 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • MPWM Advisory Solutions held 236 shares of Simplify Managed Futures Strategy ETF worth $6.12K as of Q2 2026.
  • MPWM Advisory Solutions left its Simplify Managed Futures Strategy ETF share count unchanged in Q2 2026.
  • Simplify Managed Futures Strategy ETF made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #390 holding.
  • MPWM Advisory Solutions first reported a position in Simplify Managed Futures Strategy ETF in Q4 2024 and has held it in 7 quarters since.
  • MPWM Advisory Solutions's Simplify Managed Futures Strategy ETF position peaked at $14.2K in Q1 2025.
  • 251 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.