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POM Investment Strategies’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

POM Investment Strategies’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 		$289K Sell
9,558
-229,067
-96% -$6.66M 0.36% 35
2025
Q4 		$6.5M Sell
238,625
-14,931
-6% -$410K 3.34% 11
2025
Q3 		$7.09M Sell
253,556
-46,709
-16% -$1.29M 3.85% 12
2025
Q2 		$8.03M Buy
300,265
+14,071
+5% +$391K 5.74% 9
2025
Q1 		$8.47M Buy
+286,194
New +$8.32M 9.9% 2

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

POM Investment Strategies's CTA Position: Q1 2026 in Review

POM Investment Strategies reduced its Simplify Managed Futures Strategy ETF (CTA) stake by 96% in Q1 2026, selling an estimated $6.66M and leaving 9,558 shares worth $289K. The position accounts for 0.36% of the portfolio, ranked #35.

POM Investment Strategies first reported a position in CTA in Q1 2025 and has held it in 5 quarters since. The position peaked at $8.47M in Q1 2025. 238 funds tracked by Wall St. Rank hold CTA as of Q1 2026.

  • POM Investment Strategies held 9,558 shares of Simplify Managed Futures Strategy ETF worth $289K as of Q1 2026.
  • POM Investment Strategies sold 229,067 Simplify Managed Futures Strategy ETF shares in Q1 2026, an estimated $6.66M.
  • Simplify Managed Futures Strategy ETF made up 0.36% of POM Investment Strategies's portfolio in Q1 2026, its #35 holding.
  • POM Investment Strategies first reported a position in Simplify Managed Futures Strategy ETF in Q1 2025 and has held it in 5 quarters since.
  • POM Investment Strategies's Simplify Managed Futures Strategy ETF position peaked at $8.47M in Q1 2025.
  • 238 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q1 2026.

Based on POM Investment Strategies's 13F filing for Q1 2026, filed 11 May 2026.