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

OneDigital Investment 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
2025 Q2	–	Sell	-91,951	Closed	-$2.72M	–	1462
2025 Q1	$2.72M	Sell	91,951 -394	-0.4%	-$11.4K	0.03%	333
2024 Q4	$2.58M	Buy	92,345 +6,831	+8%	+$185K	0.03%	362
2024 Q3	$2.22M	Buy	85,514 +29,161	+52%	+$765K	0.03%	414
2024 Q2	$1.52M	Buy	+56,353	New	+$1.52M	0.02%	487

Other funds holding CTA

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

BIG

Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PFA

Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return

OneDigital Investment Advisors's CTA Position: Q2 2025 in Review

OneDigital Investment Advisors sold out of Simplify Managed Futures Strategy ETF (CTA) in Q2 2025, closing a stake of 91,951 shares — an estimated $2.72M sold.

OneDigital Investment Advisors first reported a position in CTA in Q2 2024 and held it in 4 quarters. The position peaked at $2.72M in Q1 2025. 191 funds tracked by Wall St. Rank hold CTA as of Q2 2025.

OneDigital Investment Advisors reported no remaining Simplify Managed Futures Strategy ETF position as of Q2 2025 after selling out during the quarter.
OneDigital Investment Advisors sold 91,951 Simplify Managed Futures Strategy ETF shares in Q2 2025, an estimated $2.72M.
OneDigital Investment Advisors first reported a position in Simplify Managed Futures Strategy ETF in Q2 2024 and held it in 4 quarters.
OneDigital Investment Advisors's Simplify Managed Futures Strategy ETF position peaked at $2.72M in Q1 2025.
191 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2025.

Based on OneDigital Investment Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.