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

Networth 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 		$1.07M Buy
41,351
+819
+2% +$24.3K 0.62% 31
2026
Q1 		$1.22M Buy
40,532
+5,857
+17% +$170K 0.87% 26
2025
Q4 		$945K Buy
+34,675
New +$952K 0.7% 29

Other funds holding CTA

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
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
IWP
IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AIG
Abbington Investment Group Westport, Connecticut $157M AUM 35.92% 1-Year Est. Return

Networth Advisors's CTA Position: Q2 2026 in Review

Networth Advisors increased its Simplify Managed Futures Strategy ETF (CTA) stake by 2% in Q2 2026, buying an estimated $24.3K and bringing the position to 41,351 shares worth $1.07M. The position accounts for 0.62% of the portfolio, ranked #31.

Networth Advisors first reported a position in CTA in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.22M in Q1 2026. 142 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • Networth Advisors held 41,351 shares of Simplify Managed Futures Strategy ETF worth $1.07M as of Q2 2026.
  • Networth Advisors bought 819 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $24.3K.
  • Simplify Managed Futures Strategy ETF made up 0.62% of Networth Advisors's portfolio in Q2 2026, its #31 holding.
  • Networth Advisors first reported a position in Simplify Managed Futures Strategy ETF in Q4 2025 and has held it in 3 quarters since.
  • Networth Advisors's Simplify Managed Futures Strategy ETF position peaked at $1.22M in Q1 2026.
  • 142 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.