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

Savvy Advisors Inc’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 		– Sell
-16,190
Closed -$489K – 1280
2026
Q1 		$489K Buy
+16,190
New +$471K 0.01% 682

Other funds holding CTA

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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

Savvy Advisors Inc's CTA Position: Q2 2026 in Review

Savvy Advisors Inc sold out of Simplify Managed Futures Strategy ETF (CTA) in Q2 2026, closing a stake of 16,190 shares — an estimated $489K sold.

Savvy Advisors Inc first reported a position in CTA in Q1 2026 and held it in 1 quarter. The position peaked at $489K in Q1 2026. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • Savvy Advisors Inc reported no remaining Simplify Managed Futures Strategy ETF position as of Q2 2026 after selling out during the quarter.
  • Savvy Advisors Inc sold 16,190 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $489K.
  • Savvy Advisors Inc first reported a position in Simplify Managed Futures Strategy ETF in Q1 2026 and held it in 1 quarter.
  • Savvy Advisors Inc's Simplify Managed Futures Strategy ETF position peaked at $489K in Q1 2026.
  • 250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.