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Resurgent Financial Advisors’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Resurgent Financial Advisors’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 		$282K Buy
10,884
+1,018
+10% +$30.2K 0.08% 238
2026
Q1 		$298K Sell
9,866
-803
-8% -$23.3K 0.11% 205
2025
Q4 		$291K Sell
10,669
-1,587
-13% -$43.6K 0.15% 172
2025
Q3 		$343K Sell
12,256
-3,478
-22% -$96K 0.17% 160
2025
Q2 		$421K Buy
+15,734
New +$437K 0.23% 123

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

Resurgent Financial Advisors's CTA Position: Q2 2026 in Review

Resurgent Financial Advisors increased its Simplify Managed Futures Strategy ETF (CTA) stake by 10% in Q2 2026, buying an estimated $30.2K and bringing the position to 10,884 shares worth $282K. The position accounts for 0.08% of the portfolio, ranked #238.

Resurgent Financial Advisors first reported a position in CTA in Q2 2025 and has held it in 5 quarters since. The position peaked at $421K in Q2 2025. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • Resurgent Financial Advisors held 10,884 shares of Simplify Managed Futures Strategy ETF worth $282K as of Q2 2026.
  • Resurgent Financial Advisors bought 1,018 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $30.2K.
  • Simplify Managed Futures Strategy ETF made up 0.08% of Resurgent Financial Advisors's portfolio in Q2 2026, its #238 holding.
  • Resurgent Financial Advisors first reported a position in Simplify Managed Futures Strategy ETF in Q2 2025 and has held it in 5 quarters since.
  • Resurgent Financial Advisors's Simplify Managed Futures Strategy ETF position peaked at $421K in Q2 2025.
  • 250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

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