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Principal Securities’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Principal Securities’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 		$1.61M Buy
62,185
+17,389
+39% +$516K 0.02% 629
2026
Q1 		$1.35M Sell
44,796
-10,174
-19% -$296K 0.02% 626
2025
Q4 		$1.5M Buy
54,970
+6,495
+13% +$178K 0.02% 565
2025
Q3 		$1.36M Buy
48,475
+3,016
+7% +$83.3K 0.02% 569
2025
Q2 		$1.22M Buy
45,459
+44,828
+7,104% +$1.25M 0.02% 559
2025
Q1 		$17.6K Hold
631
– – ﹤0.01% 2273
2024
Q4 		$17.6K Buy
631
+540
+593% +$14.6K ﹤0.01% 2270
2024
Q3 		$2.37K Hold
91
– – ﹤0.01% 2902
2024
Q2 		$2.45K Hold
91
– – ﹤0.01% 2851
2024
Q1 		$2.27K Hold
91
– – ﹤0.01% 2842
2023
Q4 		$2.15K Buy
+91
New +$2.38K ﹤0.01% 2791

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

Principal Securities's CTA Position: Q2 2026 in Review

Principal Securities increased its Simplify Managed Futures Strategy ETF (CTA) stake by 39% in Q2 2026, buying an estimated $516K and bringing the position to 62,185 shares worth $1.61M. The position accounts for 0.02% of the portfolio, ranked #629.

Principal Securities first reported a position in CTA in Q4 2023 and has held it in 11 quarters since. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • Principal Securities held 62,185 shares of Simplify Managed Futures Strategy ETF worth $1.61M as of Q2 2026.
  • Principal Securities bought 17,389 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $516K.
  • Simplify Managed Futures Strategy ETF made up 0.02% of Principal Securities's portfolio in Q2 2026, its #629 holding.
  • Principal Securities first reported a position in Simplify Managed Futures Strategy ETF in Q4 2023 and has held it in 11 quarters since.
  • 250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.