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Parkside Financial Bank & Trust’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Parkside Financial Bank & Trust’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 		– Sell
-1,205
Closed -$32.8K – 2709
2025
Q4 		$32.8K Sell
1,205
-1,680
-58% -$46.1K ﹤0.01% 1118
2025
Q3 		$80.7K Sell
2,885
-218
-7% -$6.02K 0.01% 745
2025
Q2 		$83K Hold
3,103
– – 0.01% 725
2025
Q1 		$91.8K Buy
+3,103
New +$90.2K 0.01% 613

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

Parkside Financial Bank & Trust's CTA Position: Q1 2026 in Review

Parkside Financial Bank & Trust sold out of Simplify Managed Futures Strategy ETF (CTA) in Q1 2026, closing a stake of 1,205 shares — an estimated $32.8K sold.

Parkside Financial Bank & Trust first reported a position in CTA in Q1 2025 and held it in 4 quarters. The position peaked at $91.8K in Q1 2025. 240 funds tracked by Wall St. Rank hold CTA as of Q1 2026.

  • Parkside Financial Bank & Trust reported no remaining Simplify Managed Futures Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 1,205 Simplify Managed Futures Strategy ETF shares in Q1 2026, an estimated $32.8K.
  • Parkside Financial Bank & Trust first reported a position in Simplify Managed Futures Strategy ETF in Q1 2025 and held it in 4 quarters.
  • Parkside Financial Bank & Trust's Simplify Managed Futures Strategy ETF position peaked at $91.8K in Q1 2025.
  • 240 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.