Q1WB
CTA icon

Quest 10 Wealth Builders’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Quest 10 Wealth Builders’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 		$13.5K Hold
521
– – 0.01% 397
2026
Q1 		$15.7K Buy
+521
New +$15.1K 0.01% 382
2025
Q4 		– Sell
-526
Closed -$14.7K – 816
2025
Q3 		$14.7K Hold
526
– – 0.01% 328
2025
Q2 		$14.1K Hold
526
– – 0.01% 352
2025
Q1 		$15.6K Sell
526
-392
-43% -$11.4K 0.02% 309
2024
Q4 		$25.6K Buy
+918
New +$24.9K 0.03% 265

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

Quest 10 Wealth Builders's CTA Position: Q2 2026 in Review

Quest 10 Wealth Builders held its Simplify Managed Futures Strategy ETF (CTA) position steady in Q2 2026 at 521 shares worth $13.5K. The position accounts for 0.01% of the portfolio, ranked #397.

Quest 10 Wealth Builders first reported a position in CTA in Q4 2024 and has held it in 6 quarters since. The position peaked at $25.6K in Q4 2024. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • Quest 10 Wealth Builders held 521 shares of Simplify Managed Futures Strategy ETF worth $13.5K as of Q2 2026.
  • Quest 10 Wealth Builders left its Simplify Managed Futures Strategy ETF share count unchanged in Q2 2026.
  • Simplify Managed Futures Strategy ETF made up 0.01% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #397 holding.
  • Quest 10 Wealth Builders first reported a position in Simplify Managed Futures Strategy ETF in Q4 2024 and has held it in 6 quarters since.
  • Quest 10 Wealth Builders's Simplify Managed Futures Strategy ETF position peaked at $25.6K in Q4 2024.
  • 250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.