Royal Bank of Canada’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Royal Bank of Canada’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 Q1	$2.49M	Sell	82,411 -3,472	-4%	-$101K	﹤0.01%	2922
2025 Q4	$2.34M	Buy	85,883 +4,626	+6%	+$127K	﹤0.01%	3018
2025 Q3	$2.27M	Buy	81,257 +48,470	+148%	+$1.34M	﹤0.01%	3295
2025 Q2	$877K	Sell	32,787 -72,206	-69%	-$2.01M	﹤0.01%	4017
2025 Q1	$3.11M	Buy	104,993 +48,646	+86%	+$1.41M	﹤0.01%	2613
2024 Q4	$1.57M	Buy	56,347 +41,487	+279%	+$1.13M	﹤0.01%	3193
2024 Q3	$386K	Buy	14,860 +14,485	+3,863%	+$380K	﹤0.01%	4298
2024 Q2	$10K	Buy	+375	New	+$10.1K	﹤0.01%	6328
2024 Q1	–	Sell	-34,763	Closed	-$820K	–	7087
2023 Q4	$820K	Sell	34,763 -1,266	-4%	-$33.2K	﹤0.01%	3819
2023 Q3	$993K	Sell	36,029 -5,122	-12%	-$133K	﹤0.01%	3447
2023 Q2	$1.05M	Sell	41,151 -4,743	-10%	-$118K	﹤0.01%	3338
2023 Q1	$1.07M	Buy	45,894 +662	+1%	+$16.8K	﹤0.01%	3284
2022 Q4	$1.18M	Sell	45,232 -51,837	-53%	-$1.46M	﹤0.01%	3366
2022 Q3	$2.85M	Buy	+97,069	New	+$2.82M	﹤0.01%	2534

Other funds holding CTA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BIG

Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IWAO

Independence Wealth Advisors (Ohio) Independence, Ohio $188M AUM

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada's CTA Position: Q1 2026 in Review

Royal Bank of Canada reduced its Simplify Managed Futures Strategy ETF (CTA) stake by 4% in Q1 2026, selling an estimated $101K and leaving 82,411 shares worth $2.49M. The position accounts for ﹤0.01% of the portfolio, ranked #2922.

Royal Bank of Canada first reported a position in CTA in Q3 2022 and has held it in 14 quarters since. The position peaked at $3.11M in Q1 2025. 238 funds tracked by Wall St. Rank hold CTA as of Q1 2026.

Royal Bank of Canada held 82,411 shares of Simplify Managed Futures Strategy ETF worth $2.49M as of Q1 2026.
Royal Bank of Canada sold 3,472 Simplify Managed Futures Strategy ETF shares in Q1 2026, an estimated $101K.
Simplify Managed Futures Strategy ETF made up ﹤0.01% of Royal Bank of Canada's portfolio in Q1 2026, its #2922 holding.
Royal Bank of Canada first reported a position in Simplify Managed Futures Strategy ETF in Q3 2022 and has held it in 14 quarters since.
Royal Bank of Canada's Simplify Managed Futures Strategy ETF position peaked at $3.11M in Q1 2025.
238 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q1 2026.

Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.