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

NewEdge 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	$18.2K	Buy	700 +323	+86%	+$9.59K	﹤0.01%	3386
2026 Q1	$11.4K	Sell	377 -327	-46%	-$9.51K	﹤0.01%	3372
2025 Q4	$19.2K	Buy	704 +150	+27%	+$4.12K	﹤0.01%	3276
2025 Q3	$15.5K	Buy	554 +115	+26%	+$3.17K	﹤0.01%	3206
2025 Q2	$11.7K	Sell	439 -10,389	-96%	-$289K	﹤0.01%	3150
2025 Q1	$321K	Buy	+10,828	New	+$315K	﹤0.01%	1854

Other funds holding CTA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

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

IWAO

Independence Wealth Advisors (Ohio) Independence, Ohio $199M AUM

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NewEdge Advisors's CTA Position: Q2 2026 in Review

NewEdge Advisors increased its Simplify Managed Futures Strategy ETF (CTA) stake by 86% in Q2 2026, buying an estimated $9.59K and bringing the position to 700 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3386.

NewEdge Advisors first reported a position in CTA in Q1 2025 and has held it in 6 quarters since. The position peaked at $321K in Q1 2025. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

NewEdge Advisors held 700 shares of Simplify Managed Futures Strategy ETF worth $18.2K as of Q2 2026.
NewEdge Advisors bought 323 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $9.59K.
Simplify Managed Futures Strategy ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3386 holding.
NewEdge Advisors first reported a position in Simplify Managed Futures Strategy ETF in Q1 2025 and has held it in 6 quarters since.
NewEdge Advisors's Simplify Managed Futures Strategy ETF position peaked at $321K in Q1 2025.
250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.