Prime Capital Investment Advisors’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Prime Capital Investment Advisors’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	$587K	Buy	19,417 +121	+0.6%	+$3.52K	0.01%	634
2025 Q4	$526K	Sell	19,296 -1,210	-6%	-$33.2K	0.01%	637
2025 Q3	$574K	Buy	20,506 +75	+0.4%	+$2.07K	0.01%	599
2025 Q2	$546K	Sell	20,431 -109,644	-84%	-$3.05M	0.01%	590
2025 Q1	$3.85M	Buy	+130,075	New	+$3.78M	0.04%	263

Other funds holding CTA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $235B AUM 32.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Prime Capital Investment Advisors's CTA Position: Q1 2026 in Review

Prime Capital Investment Advisors increased its Simplify Managed Futures Strategy ETF (CTA) stake by 0.63% in Q1 2026, buying an estimated $3.52K and bringing the position to 19,417 shares worth $587K. The position accounts for 0.01% of the portfolio, ranked #634.

Prime Capital Investment Advisors first reported a position in CTA in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.85M in Q1 2025. 238 funds tracked by Wall St. Rank hold CTA as of Q1 2026.

Prime Capital Investment Advisors held 19,417 shares of Simplify Managed Futures Strategy ETF worth $587K as of Q1 2026.
Prime Capital Investment Advisors bought 121 Simplify Managed Futures Strategy ETF shares in Q1 2026, an estimated $3.52K.
Simplify Managed Futures Strategy ETF made up 0.01% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #634 holding.
Prime Capital Investment Advisors first reported a position in Simplify Managed Futures Strategy ETF in Q1 2025 and has held it in 5 quarters since.
Prime Capital Investment Advisors's Simplify Managed Futures Strategy ETF position peaked at $3.85M in Q1 2025.
238 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.