New York Life Investment Management’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

New York Life Investment Management’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	$12.2M	Sell	404,628 -25,584	-6%	-$744K	0.1%	169
2025 Q4	$11.7M	Sell	430,212 -69,608	-14%	-$1.91M	0.1%	168
2025 Q3	$14M	Buy	499,820 +178,986	+56%	+$4.94M	0.12%	152
2025 Q2	$8.58M	Buy	320,834 +188,513	+142%	+$5.24M	0.08%	221
2025 Q1	$3.92M	Buy	132,321 +47,509	+56%	+$1.38M	0.04%	369
2024 Q4	$2.37M	Buy	84,812 +17,761	+26%	+$482K	0.02%	514
2024 Q3	$1.74M	Buy	67,051 +8,050	+14%	+$211K	0.02%	601
2024 Q2	$1.59M	Buy	59,001 +22,961	+64%	+$619K	0.02%	603
2024 Q1	$899K	Buy	+36,040	New	+$886K	0.01%	701

Other funds holding CTA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

New York Life Investment Management's CTA Position: Q1 2026 in Review

New York Life Investment Management reduced its Simplify Managed Futures Strategy ETF (CTA) stake by 5.9% in Q1 2026, selling an estimated $744K and leaving 404,628 shares worth $12.2M. The position accounts for 0.1% of the portfolio, ranked #169.

New York Life Investment Management first reported a position in CTA in Q1 2024 and has held it in 9 quarters since. The position peaked at $14M in Q3 2025. 239 funds tracked by Wall St. Rank hold CTA as of Q1 2026.

New York Life Investment Management held 404,628 shares of Simplify Managed Futures Strategy ETF worth $12.2M as of Q1 2026.
New York Life Investment Management sold 25,584 Simplify Managed Futures Strategy ETF shares in Q1 2026, an estimated $744K.
Simplify Managed Futures Strategy ETF made up 0.1% of New York Life Investment Management's portfolio in Q1 2026, its #169 holding.
New York Life Investment Management first reported a position in Simplify Managed Futures Strategy ETF in Q1 2024 and has held it in 9 quarters since.
New York Life Investment Management's Simplify Managed Futures Strategy ETF position peaked at $14M in Q3 2025.
239 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q1 2026.

Based on New York Life Investment Management's 13F filing for Q1 2026, filed 7 May 2026.