National Bank of Canada
CTA icon

National Bank of Canada’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

National Bank of Canada’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 		$686K Sell
22,770
-1,904
-8% -$55.4K ﹤0.01% 1309
2025
Q4 		$673K Sell
24,674
-165
-0.7% -$4.53K ﹤0.01% 1279
2025
Q3 		$695K Buy
24,839
+2,284
+10% +$63.1K ﹤0.01% 1284
2025
Q2 		$602K Buy
22,555
+110
+0.5% +$3.06K ﹤0.01% 1376
2025
Q1 		$664K Buy
22,445
+3,201
+17% +$93K ﹤0.01% 1265
2024
Q4 		$537K Buy
19,244
+2,890
+18% +$78.4K ﹤0.01% 1410
2024
Q3 		$425K Sell
16,354
-373
-2% -$9.78K ﹤0.01% 1232
2024
Q2 		$449K Buy
16,727
+1,236
+8% +$33.3K ﹤0.01% 1191
2024
Q1 		$424K Buy
15,491
+3,497
+29% +$86K ﹤0.01% 1276
2023
Q4 		$285K Buy
11,994
+1,983
+20% +$51.9K ﹤0.01% 1373
2023
Q3 		$274K Buy
10,011
+1,353
+16% +$35.2K ﹤0.01% 1435
2023
Q2 		$220K Buy
8,658
+1,021
+13% +$25.4K ﹤0.01% 1443
2023
Q1 		$176K Buy
+7,637
New +$194K ﹤0.01% 1433

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 $11.8B AUM 31.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $21.5B AUM 26.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

National Bank of Canada's CTA Position: Q1 2026 in Review

National Bank of Canada reduced its Simplify Managed Futures Strategy ETF (CTA) stake by 7.7% in Q1 2026, selling an estimated $55.4K and leaving 22,770 shares worth $686K. The position accounts for ﹤0.01% of the portfolio, ranked #1309.

National Bank of Canada first reported a position in CTA in Q1 2023 and has held it in 13 quarters since. The position peaked at $695K in Q3 2025. 238 funds tracked by Wall St. Rank hold CTA as of Q1 2026.

  • National Bank of Canada held 22,770 shares of Simplify Managed Futures Strategy ETF worth $686K as of Q1 2026.
  • National Bank of Canada sold 1,904 Simplify Managed Futures Strategy ETF shares in Q1 2026, an estimated $55.4K.
  • Simplify Managed Futures Strategy ETF made up ﹤0.01% of National Bank of Canada's portfolio in Q1 2026, its #1309 holding.
  • National Bank of Canada first reported a position in Simplify Managed Futures Strategy ETF in Q1 2023 and has held it in 13 quarters since.
  • National Bank of Canada's Simplify Managed Futures Strategy ETF position peaked at $695K in Q3 2025.
  • 238 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.