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

&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
Q1 		$14.8M Buy
488,589
+15,764
+3% +$458K 0.07% 251
2025
Q4 		$12.9M Buy
472,825
+462,956
+4,691% +$12.7M 0.07% 260
2025
Q3 		$274K Buy
9,869
+141
+1% +$3.89K ﹤0.01% 1808
2025
Q2 		$260K Buy
+9,728
New +$270K ﹤0.01% 1693
2025
Q1 		– Sell
-7,955
Closed -$222K – 1765
2024
Q4 		$222K Buy
+7,955
New +$216K ﹤0.01% 1484

Other funds holding CTA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $9.2B AUM 23.26% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWAO
Independence Wealth Advisors (Ohio) Independence, Ohio $188M AUM
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

&Partners's CTA Position: Q1 2026 in Review

&Partners increased its Simplify Managed Futures Strategy ETF (CTA) stake by 3.3% in Q1 2026, buying an estimated $458K and bringing the position to 488,589 shares worth $14.8M. The position accounts for 0.07% of the portfolio, ranked #251.

&Partners first reported a position in CTA in Q4 2024 and has held it in 5 quarters since. 238 funds tracked by Wall St. Rank hold CTA as of Q1 2026.

  • &Partners held 488,589 shares of Simplify Managed Futures Strategy ETF worth $14.8M as of Q1 2026.
  • &Partners bought 15,764 Simplify Managed Futures Strategy ETF shares in Q1 2026, an estimated $458K.
  • Simplify Managed Futures Strategy ETF made up 0.07% of &Partners's portfolio in Q1 2026, its #251 holding.
  • &Partners first reported a position in Simplify Managed Futures Strategy ETF in Q4 2024 and has held it in 5 quarters since.
  • 238 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.