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Raleigh Capital Management’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Raleigh Capital Management’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 		$72.9K Sell
2,811
-374
-12% -$11.1K 0.02% 255
2026
Q1 		$96.2K Buy
+3,185
New +$92.6K 0.03% 241
2025
Q4 		– Sell
-3,120
Closed -$87.3K – 588
2025
Q3 		$87.3K Sell
3,120
-201
-6% -$5.55K 0.03% 241
2025
Q2 		$88.8K Sell
3,321
-320
-9% -$8.89K 0.04% 243
2025
Q1 		$108K Sell
3,641
-3,016
-45% -$87.6K 0.05% 229
2024
Q4 		$186K Buy
6,657
+68
+1% +$1.84K 0.07% 206
2024
Q3 		$171K Buy
+6,589
New +$173K 0.07% 212

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

Raleigh Capital Management's CTA Position: Q2 2026 in Review

Raleigh Capital Management reduced its Simplify Managed Futures Strategy ETF (CTA) stake by 12% in Q2 2026, selling an estimated $11.1K and leaving 2,811 shares worth $72.9K. The position accounts for 0.02% of the portfolio, ranked #255.

Raleigh Capital Management first reported a position in CTA in Q3 2024 and has held it in 7 quarters since. The position peaked at $186K in Q4 2024. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • Raleigh Capital Management held 2,811 shares of Simplify Managed Futures Strategy ETF worth $72.9K as of Q2 2026.
  • Raleigh Capital Management sold 374 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $11.1K.
  • Simplify Managed Futures Strategy ETF made up 0.02% of Raleigh Capital Management's portfolio in Q2 2026, its #255 holding.
  • Raleigh Capital Management first reported a position in Simplify Managed Futures Strategy ETF in Q3 2024 and has held it in 7 quarters since.
  • Raleigh Capital Management's Simplify Managed Futures Strategy ETF position peaked at $186K in Q4 2024.
  • 250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.