Raymond James Financial
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Raymond James Financial’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Raymond James Financial’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 		$10.6M Buy
410,108
+36,843
+10% +$1.09M ﹤0.01% 2097
2026
Q1 		$11.3M Buy
373,265
+37,830
+11% +$1.1M ﹤0.01% 1920
2025
Q4 		$9.14M Sell
335,435
-6,759
-2% -$186K ﹤0.01% 2045
2025
Q3 		$9.57M Buy
342,194
+127,167
+59% +$3.51M ﹤0.01% 1953
2025
Q2 		$5.75M Buy
+215,027
New +$5.97M ﹤0.01% 2277

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 22.9% 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

Raymond James Financial's CTA Position: Q2 2026 in Review

Raymond James Financial increased its Simplify Managed Futures Strategy ETF (CTA) stake by 9.9% in Q2 2026, buying an estimated $1.09M and bringing the position to 410,108 shares worth $10.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2097.

Raymond James Financial first reported a position in CTA in Q2 2025 and has held it in 5 quarters since. The position peaked at $11.3M in Q1 2026. 251 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • Raymond James Financial held 410,108 shares of Simplify Managed Futures Strategy ETF worth $10.6M as of Q2 2026.
  • Raymond James Financial bought 36,843 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $1.09M.
  • Simplify Managed Futures Strategy ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2097 holding.
  • Raymond James Financial first reported a position in Simplify Managed Futures Strategy ETF in Q2 2025 and has held it in 5 quarters since.
  • Raymond James Financial's Simplify Managed Futures Strategy ETF position peaked at $11.3M in Q1 2026.
  • 251 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.