Networth Advisors
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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
Q3 		$1.27M Buy
44,025
+2,674
+6% +$74.4K 0.73% 29
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 $67.3B AUM 21.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Boothe Investment Group
Boothe Investment Group Dover, Delaware $351M AUM 22.36% 1-Year Est. Return
IAG Wealth Partners
IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return
Independence Wealth Advisors (Ohio)
Independence Wealth Advisors (Ohio) Independence, Ohio $211M AUM 16.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Networth Advisors's CTA Position: Q3 2026 in Review

Networth Advisors increased its Simplify Managed Futures Strategy ETF (CTA) stake by 6.5% in Q3 2026, buying an estimated $74.4K and bringing the position to 44,025 shares worth $1.27M. The position accounts for 0.73% of the portfolio, ranked #29.

Networth Advisors first reported a position in CTA in Q4 2025 and has held it in 4 quarters since. 165 funds tracked by Wall St. Rank hold CTA as of Q3 2026.

  • Networth Advisors held 44,025 shares of Simplify Managed Futures Strategy ETF worth $1.27M as of Q3 2026.
  • Networth Advisors bought 2,674 Simplify Managed Futures Strategy ETF shares in Q3 2026, an estimated $74.4K.
  • Simplify Managed Futures Strategy ETF made up 0.73% of Networth Advisors's portfolio in Q3 2026, its #29 holding.
  • Networth Advisors first reported a position in Simplify Managed Futures Strategy ETF in Q4 2025 and has held it in 4 quarters since.
  • 165 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q3 2026.

Based on Networth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.