PCA
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PMV Capital Advisers’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

PMV Capital Advisers’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 		$1.97M Sell
75,962
-62,039
-45% -$1.84M 2.96% 11
2026
Q1 		$4.17M Buy
138,001
+7,182
+5% +$209K 7.04% 3
2025
Q4 		$3.57M Buy
130,819
+5,593
+4% +$154K 6.49% 3
2025
Q3 		$3.5M Buy
125,226
+21,953
+21% +$606K 6.8% 3
2025
Q2 		$2.76M Buy
+103,273
New +$2.87M 6.15% 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

PMV Capital Advisers's CTA Position: Q2 2026 in Review

PMV Capital Advisers reduced its Simplify Managed Futures Strategy ETF (CTA) stake by 45% in Q2 2026, selling an estimated $1.84M and leaving 75,962 shares worth $1.97M. The position accounts for 2.96% of the portfolio, ranked #11.

PMV Capital Advisers first reported a position in CTA in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.17M in Q1 2026. 251 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • PMV Capital Advisers held 75,962 shares of Simplify Managed Futures Strategy ETF worth $1.97M as of Q2 2026.
  • PMV Capital Advisers sold 62,039 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $1.84M.
  • Simplify Managed Futures Strategy ETF made up 2.96% of PMV Capital Advisers's portfolio in Q2 2026, its #11 holding.
  • PMV Capital Advisers first reported a position in Simplify Managed Futures Strategy ETF in Q2 2025 and has held it in 5 quarters since.
  • PMV Capital Advisers's Simplify Managed Futures Strategy ETF position peaked at $4.17M in Q1 2026.
  • 251 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on PMV Capital Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.