Mutual Advisors’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Mutual Advisors’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	$229K	Buy	8,812 +95	+1%	+$2.82K	﹤0.01%	1281
2026 Q1	$263K	Buy	8,717 +158	+2%	+$4.59K	0.01%	1172
2025 Q4	$233K	Buy	8,559 +1,009	+13%	+$27.7K	0.01%	1190
2025 Q3	$211K	Buy	+7,550	New	+$208K	﹤0.01%	1205
2023 Q2	–	Sell	-39,129	Closed	-$916K	–	1011
2023 Q1	$916K	Buy	39,129 +9,144	+30%	+$232K	0.04%	449
2022 Q4	$780K	Buy	+29,985	New	+$847K	0.03%	480

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

Mutual Advisors's CTA Position: Q2 2026 in Review

Mutual Advisors increased its Simplify Managed Futures Strategy ETF (CTA) stake by 1.1% in Q2 2026, buying an estimated $2.82K and bringing the position to 8,812 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #1281.

Mutual Advisors first reported a position in CTA in Q4 2022 and has held it in 6 quarters since. The position peaked at $916K in Q1 2023. 251 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

Mutual Advisors held 8,812 shares of Simplify Managed Futures Strategy ETF worth $229K as of Q2 2026.
Mutual Advisors bought 95 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $2.82K.
Simplify Managed Futures Strategy ETF made up ﹤0.01% of Mutual Advisors's portfolio in Q2 2026, its #1281 holding.
Mutual Advisors first reported a position in Simplify Managed Futures Strategy ETF in Q4 2022 and has held it in 6 quarters since.
Mutual Advisors's Simplify Managed Futures Strategy ETF position peaked at $916K in Q1 2023.
251 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.