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Principia Wealth Advisory’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Principia Wealth Advisory’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 		$3.64M Buy
140,243
+44,936
+47% +$1.33M 1.81% 18
2026
Q1 		$2.88M Buy
95,307
+24,408
+34% +$710K 1.63% 18
2025
Q4 		$1.93M Buy
70,899
+50,957
+256% +$1.4M 1.21% 22
2025
Q3 		$558K Buy
19,942
+14,318
+255% +$395K 0.38% 39
2025
Q2 		$150K Buy
+5,624
New +$156K 0.13% 75

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

Principia Wealth Advisory's CTA Position: Q2 2026 in Review

Principia Wealth Advisory increased its Simplify Managed Futures Strategy ETF (CTA) stake by 47% in Q2 2026, buying an estimated $1.33M and bringing the position to 140,243 shares worth $3.64M. The position accounts for 1.81% of the portfolio, ranked #18.

Principia Wealth Advisory first reported a position in CTA in Q2 2025 and has held it in 5 quarters since. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • Principia Wealth Advisory held 140,243 shares of Simplify Managed Futures Strategy ETF worth $3.64M as of Q2 2026.
  • Principia Wealth Advisory bought 44,936 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $1.33M.
  • Simplify Managed Futures Strategy ETF made up 1.81% of Principia Wealth Advisory's portfolio in Q2 2026, its #18 holding.
  • Principia Wealth Advisory first reported a position in Simplify Managed Futures Strategy ETF in Q2 2025 and has held it in 5 quarters since.
  • 250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.