SAG
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SageView Advisory Group’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

SageView Advisory Group’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 		– Sell
-1,862
Closed -$50.8K – 1008
2025
Q4 		$50.8K Buy
+1,862
New +$51.1K ﹤0.01% 1070

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
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
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IWAO
Independence Wealth Advisors (Ohio) Independence, Ohio $199M AUM
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SageView Advisory Group's CTA Position: Q1 2026 in Review

SageView Advisory Group sold out of Simplify Managed Futures Strategy ETF (CTA) in Q1 2026, closing a stake of 1,862 shares — an estimated $50.8K sold.

SageView Advisory Group first reported a position in CTA in Q4 2025 and held it in 1 quarter. The position peaked at $50.8K in Q4 2025. 240 funds tracked by Wall St. Rank hold CTA as of Q1 2026.

  • SageView Advisory Group reported no remaining Simplify Managed Futures Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,862 Simplify Managed Futures Strategy ETF shares in Q1 2026, an estimated $50.8K.
  • SageView Advisory Group first reported a position in Simplify Managed Futures Strategy ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Simplify Managed Futures Strategy ETF position peaked at $50.8K in Q4 2025.
  • 240 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.