Northwestern Mutual Wealth Management
CTA icon

Northwestern Mutual Wealth Management’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Northwestern Mutual Wealth 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
Q2 		$8.82M Buy
340,142
+326,859
+2,461% +$9.7M ﹤0.01% 667
2026
Q1 		$401K Buy
13,283
+1,045
+9% +$30.4K ﹤0.01% 1642
2025
Q4 		$334K Buy
12,238
+508
+4% +$13.9K ﹤0.01% 1682
2025
Q3 		$328K Buy
11,730
+8,433
+256% +$233K ﹤0.01% 1596
2025
Q2 		$88.2K Buy
+3,297
New +$91.6K ﹤0.01% 2038

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Northwestern Mutual Wealth Management's CTA Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its Simplify Managed Futures Strategy ETF (CTA) stake by 2,461% in Q2 2026, buying an estimated $9.7M and bringing the position to 340,142 shares worth $8.82M. The position accounts for ﹤0.01% of the portfolio, ranked #667.

Northwestern Mutual Wealth Management first reported a position in CTA in Q2 2025 and has held it in 5 quarters since. 224 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • Northwestern Mutual Wealth Management held 340,142 shares of Simplify Managed Futures Strategy ETF worth $8.82M as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 326,859 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $9.7M.
  • Simplify Managed Futures Strategy ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #667 holding.
  • Northwestern Mutual Wealth Management first reported a position in Simplify Managed Futures Strategy ETF in Q2 2025 and has held it in 5 quarters since.
  • 224 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.