Orcam Financial Group’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Orcam Financial Group’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	$349K	Buy	13,440 +3,300	+33%	+$97.9K	0.17%	73
2026 Q1	$306K	Hold	10,140	–	–	0.22%	49
2025 Q4	$276K	Hold	10,140	–	–	0.21%	50
2025 Q3	$284K	Hold	10,140	–	–	0.23%	45
2025 Q2	$271K	Hold	10,140	–	–	0.24%	40
2025 Q1	$300K	Buy	10,140 +1,490	+17%	+$43.3K	0.28%	38
2024 Q4	$241K	Buy	+8,650	New	+$235K	0.23%	41

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

Orcam Financial Group's CTA Position: Q2 2026 in Review

Orcam Financial Group increased its Simplify Managed Futures Strategy ETF (CTA) stake by 33% in Q2 2026, buying an estimated $97.9K and bringing the position to 13,440 shares worth $349K. The position accounts for 0.17% of the portfolio, ranked #73.

Orcam Financial Group first reported a position in CTA in Q4 2024 and has held it in 7 quarters since. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

Orcam Financial Group held 13,440 shares of Simplify Managed Futures Strategy ETF worth $349K as of Q2 2026.
Orcam Financial Group bought 3,300 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $97.9K.
Simplify Managed Futures Strategy ETF made up 0.17% of Orcam Financial Group's portfolio in Q2 2026, its #73 holding.
Orcam Financial Group first reported a position in Simplify Managed Futures Strategy ETF in Q4 2024 and has held it in 7 quarters since.
250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Orcam Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.