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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B 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 $9.16B AUM 23.26% 1-Year Est. Return
Citigroup
Citigroup New York $157B 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 $376B 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 $564B AUM 30.12% 1-Year Est. Return