Pekin Hardy Strauss’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Pekin Hardy Strauss’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	$2.58M	Buy	99,648 +20,235	+25%	+$600K	0.23%	115
2026 Q1	$2.4M	Buy	79,413 +12,983	+20%	+$377K	0.25%	110
2025 Q4	$1.81M	Sell	66,430 -7,150	-10%	-$196K	0.17%	134
2025 Q3	$2.06M	Buy	73,580 +9,785	+15%	+$270K	0.21%	117
2025 Q2	$1.71M	Buy	+63,795	New	+$1.77M	0.19%	118

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

Pekin Hardy Strauss's CTA Position: Q2 2026 in Review

Pekin Hardy Strauss increased its Simplify Managed Futures Strategy ETF (CTA) stake by 25% in Q2 2026, buying an estimated $600K and bringing the position to 99,648 shares worth $2.58M. The position accounts for 0.23% of the portfolio, ranked #115.

Pekin Hardy Strauss first reported a position in CTA in Q2 2025 and has held it in 5 quarters since. 251 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

Pekin Hardy Strauss held 99,648 shares of Simplify Managed Futures Strategy ETF worth $2.58M as of Q2 2026.
Pekin Hardy Strauss bought 20,235 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $600K.
Simplify Managed Futures Strategy ETF made up 0.23% of Pekin Hardy Strauss's portfolio in Q2 2026, its #115 holding.
Pekin Hardy Strauss first reported a position in Simplify Managed Futures Strategy ETF in Q2 2025 and has held it in 5 quarters since.
251 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Pekin Hardy Strauss's 13F filing for Q2 2026, filed 30 Jul 2026.