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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Mutual Advisors's CTA Position: Q1 2026 in Review

Mutual Advisors increased its Simplify Managed Futures Strategy ETF (CTA) stake by 1.8% in Q1 2026, buying an estimated $4.59K and bringing the position to 8,717 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #1172.

Mutual Advisors first reported a position in CTA in Q4 2022 and has held it in 5 quarters since. The position peaked at $916K in Q1 2023. 238 funds tracked by Wall St. Rank hold CTA as of Q1 2026.

  • Mutual Advisors held 8,717 shares of Simplify Managed Futures Strategy ETF worth $263K as of Q1 2026.
  • Mutual Advisors bought 158 Simplify Managed Futures Strategy ETF shares in Q1 2026, an estimated $4.59K.
  • Simplify Managed Futures Strategy ETF made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #1172 holding.
  • Mutual Advisors first reported a position in Simplify Managed Futures Strategy ETF in Q4 2022 and has held it in 5 quarters since.
  • Mutual Advisors's Simplify Managed Futures Strategy ETF position peaked at $916K in Q1 2023.
  • 238 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.