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

Omnitrust 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
Q1 		$338K Buy
+11,187
New +$325K 0.44% 35
2025
Q2 		$316K Buy
+12,174
New +$338K 0.37% 42

Other funds holding CTA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IWAO
Independence Wealth Advisors (Ohio) Independence, Ohio $199M AUM
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Omnitrust Wealth Management's CTA Position: Q1 2026 in Review

Omnitrust Wealth Management opened a new position in Simplify Managed Futures Strategy ETF (CTA) in Q1 2026: 11,187 shares worth $338K. The stake represents 0.44% of the portfolio and ranks #35 among its holdings. This is a return to the name: Omnitrust Wealth Management previously reported a position in CTA as recently as Q2 2025.

Omnitrust Wealth Management first reported a position in CTA in Q2 2025 and has held it in 2 quarters since. 239 funds tracked by Wall St. Rank hold CTA as of Q1 2026.

  • Omnitrust Wealth Management held 11,187 shares of Simplify Managed Futures Strategy ETF worth $338K as of Q1 2026.
  • Simplify Managed Futures Strategy ETF was a new Omnitrust Wealth Management position in Q1 2026.
  • Simplify Managed Futures Strategy ETF made up 0.44% of Omnitrust Wealth Management's portfolio in Q1 2026, its #35 holding.
  • Omnitrust Wealth Management first reported a position in Simplify Managed Futures Strategy ETF in Q2 2025 and has held it in 2 quarters since.
  • 239 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q1 2026.

Based on Omnitrust Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.