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

Sanctuary 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 		$2.78M Sell
106,990
-769
-0.7% -$22.8K 0.01% 871
2026
Q1 		$3.26M Buy
107,759
+11,821
+12% +$344K 0.02% 711
2025
Q4 		$2.62M Buy
95,938
+6,538
+7% +$180K 0.01% 789
2025
Q3 		$2.5M Buy
89,400
+15,990
+22% +$441K 0.01% 782
2025
Q2 		$1.96M Buy
73,410
+38,510
+110% +$1.07M 0.01% 855
2025
Q1 		$1.03M Buy
+34,900
New +$1.01M 0.01% 1120

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

Sanctuary Advisors's CTA Position: Q2 2026 in Review

Sanctuary Advisors reduced its Simplify Managed Futures Strategy ETF (CTA) stake by 0.71% in Q2 2026, selling an estimated $22.8K and leaving 106,990 shares worth $2.78M. The position accounts for 0.01% of the portfolio, ranked #871.

Sanctuary Advisors first reported a position in CTA in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.26M in Q1 2026. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • Sanctuary Advisors held 106,990 shares of Simplify Managed Futures Strategy ETF worth $2.78M as of Q2 2026.
  • Sanctuary Advisors sold 769 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $22.8K.
  • Simplify Managed Futures Strategy ETF made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #871 holding.
  • Sanctuary Advisors first reported a position in Simplify Managed Futures Strategy ETF in Q1 2025 and has held it in 6 quarters since.
  • Sanctuary Advisors's Simplify Managed Futures Strategy ETF position peaked at $3.26M in Q1 2026.
  • 250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.