ORG Wealth Partners’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

ORG Wealth Partners’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	$1.48M	Buy	57,185 +2,468	+5%	+$73.2K	0.22%	59
2026 Q1	$1.65M	Buy	54,717 +8,854	+19%	+$257K	0.33%	47
2025 Q4	$1.25M	Sell	45,863 -175	-0.4%	-$4.8K	0.29%	56
2025 Q3	$1.29M	Buy	46,038 +3,468	+8%	+$95.8K	0.27%	54
2025 Q2	$1.14M	Buy	42,570 +2,118	+5%	+$58.8K	0.27%	55
2025 Q1	$1.2M	Buy	40,452 +7,616	+23%	+$221K	0.37%	53
2024 Q4	$916K	Buy	32,836 +711	+2%	+$19.3K	0.28%	28
2024 Q3	$835K	Buy	+32,125	New	+$842K	0.28%	30

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

ORG Wealth Partners's CTA Position: Q2 2026 in Review

ORG Wealth Partners increased its Simplify Managed Futures Strategy ETF (CTA) stake by 4.5% in Q2 2026, buying an estimated $73.2K and bringing the position to 57,185 shares worth $1.48M. The position accounts for 0.22% of the portfolio, ranked #59.

ORG Wealth Partners first reported a position in CTA in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.65M in Q1 2026. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

ORG Wealth Partners held 57,185 shares of Simplify Managed Futures Strategy ETF worth $1.48M as of Q2 2026.
ORG Wealth Partners bought 2,468 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $73.2K.
Simplify Managed Futures Strategy ETF made up 0.22% of ORG Wealth Partners's portfolio in Q2 2026, its #59 holding.
ORG Wealth Partners first reported a position in Simplify Managed Futures Strategy ETF in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's Simplify Managed Futures Strategy ETF position peaked at $1.65M in Q1 2026.
250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.