PCA
CTA icon

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
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 $1.37T 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 $11.8B AUM 31.86% 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

PMV Capital Advisers's CTA Position: Q1 2026 in Review

PMV Capital Advisers increased its Simplify Managed Futures Strategy ETF (CTA) stake by 5.5% in Q1 2026, buying an estimated $209K and bringing the position to 138,001 shares worth $4.17M. The position accounts for 7.04% of the portfolio, ranked #3.

PMV Capital Advisers 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.

  • PMV Capital Advisers held 138,001 shares of Simplify Managed Futures Strategy ETF worth $4.17M as of Q1 2026.
  • PMV Capital Advisers bought 7,182 Simplify Managed Futures Strategy ETF shares in Q1 2026, an estimated $209K.
  • Simplify Managed Futures Strategy ETF made up 7.04% of PMV Capital Advisers's portfolio in Q1 2026, its #3 holding.
  • PMV Capital Advisers 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 PMV Capital Advisers's 13F filing for Q1 2026, filed 16 Apr 2026.