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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
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
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

Pekin Hardy Strauss's CTA Position: Q1 2026 in Review

Pekin Hardy Strauss increased its Simplify Managed Futures Strategy ETF (CTA) stake by 20% in Q1 2026, buying an estimated $377K and bringing the position to 79,413 shares worth $2.4M. The position accounts for 0.25% of the portfolio, ranked #110.

Pekin Hardy Strauss first reported a position in CTA in Q2 2025 and has held it in 4 quarters since. 238 funds tracked by Wall St. Rank hold CTA as of Q1 2026.

  • Pekin Hardy Strauss held 79,413 shares of Simplify Managed Futures Strategy ETF worth $2.4M as of Q1 2026.
  • Pekin Hardy Strauss bought 12,983 Simplify Managed Futures Strategy ETF shares in Q1 2026, an estimated $377K.
  • Simplify Managed Futures Strategy ETF made up 0.25% of Pekin Hardy Strauss's portfolio in Q1 2026, its #110 holding.
  • Pekin Hardy Strauss first reported a position in Simplify Managed Futures Strategy ETF in Q2 2025 and has held it in 4 quarters since.
  • 238 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q1 2026.

Based on Pekin Hardy Strauss's 13F filing for Q1 2026, filed 7 May 2026.