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Peak Financial Advisors’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Peak Financial Advisors’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 		$11.1M Sell
427,579
-2,782
-0.6% -$82.6K 4.59% 6
2026
Q1 		$13M Sell
430,361
-152,820
-26% -$4.44M 5.76% 6
2025
Q4 		$15.9M Buy
583,181
+2,408
+0.4% +$66.1K 7.14% 4
2025
Q3 		$16.2M Buy
580,773
+40,398
+7% +$1.12M 7.79% 3
2025
Q2 		$14.4M Buy
540,375
+213,303
+65% +$5.93M 7.4% 3
2025
Q1 		$9.68M Buy
327,072
+2,389
+0.7% +$69.4K 4.93% 4
2024
Q4 		$9.06M Buy
324,683
+9,773
+3% +$265K 4.71% 6
2024
Q3 		$8.19M Buy
314,910
+30,060
+11% +$788K 4.21% 5
2024
Q2 		$7.67M Buy
284,850
+12,211
+4% +$329K 4.4% 4
2024
Q1 		$6.8M Buy
272,639
+51,694
+23% +$1.27M 4.14% 4
2023
Q4 		$5.21M Buy
220,945
+9,498
+4% +$249K 3.49% 8
2023
Q3 		$5.83M Sell
211,447
-56,793
-21% -$1.48M 6.3% 4
2023
Q2 		$6.84M Sell
268,240
-727
-0.3% -$18.1K 5.37% 4
2023
Q1 		$6.3M Buy
268,967
+1,599
+0.6% +$40.6K 5.32% 2
2022
Q4 		$6.95M Buy
+267,368
New +$7.55M 6.34% 3

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
Citigroup
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Peak Financial Advisors's CTA Position: Q2 2026 in Review

Peak Financial Advisors reduced its Simplify Managed Futures Strategy ETF (CTA) stake by 0.65% in Q2 2026, selling an estimated $82.6K and leaving 427,579 shares worth $11.1M. The position accounts for 4.59% of the portfolio, ranked #6.

Peak Financial Advisors first reported a position in CTA in Q4 2022 and has held it in 15 quarters since. The position peaked at $16.2M in Q3 2025. 251 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • Peak Financial Advisors held 427,579 shares of Simplify Managed Futures Strategy ETF worth $11.1M as of Q2 2026.
  • Peak Financial Advisors sold 2,782 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $82.6K.
  • Simplify Managed Futures Strategy ETF made up 4.59% of Peak Financial Advisors's portfolio in Q2 2026, its #6 holding.
  • Peak Financial Advisors first reported a position in Simplify Managed Futures Strategy ETF in Q4 2022 and has held it in 15 quarters since.
  • Peak Financial Advisors's Simplify Managed Futures Strategy ETF position peaked at $16.2M in Q3 2025.
  • 251 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.