Palladiem’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Palladiem’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 Q3	$1.12M	Buy	+38,900	New	+$1.08M	1.1%	18

Other funds holding CTA

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Boothe Investment Group Dover, Delaware $351M AUM 22.36% 1-Year Est. Return

IAG Wealth Partners Waukesha, Wisconsin $1.06B AUM 11.82% 1-Year Est. Return

Independence Wealth Advisors (Ohio) Independence, Ohio $211M AUM 16.79% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Palladiem's CTA Position: Q3 2026 in Review

Palladiem opened a new position in Simplify Managed Futures Strategy ETF (CTA) in Q3 2026: 38,900 shares worth $1.12M. The stake represents 1.1% of the portfolio and ranks #18 among its holdings.

152 funds tracked by Wall St. Rank hold CTA as of Q3 2026.

Palladiem held 38,900 shares of Simplify Managed Futures Strategy ETF worth $1.12M as of Q3 2026.
Simplify Managed Futures Strategy ETF was a new Palladiem position in Q3 2026.
Simplify Managed Futures Strategy ETF made up 1.1% of Palladiem's portfolio in Q3 2026, its #18 holding.
152 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q3 2026.

Based on Palladiem's 13F filing for Q3 2026, filed 9 Nov 2026.