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

Secured Retirement 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	$1.01M	Buy	39,074 +372	+1%	+$11K	0.52%	78
2026 Q1	$1.17M	Sell	38,702 -7,914	-17%	-$230K	0.66%	54
2025 Q4	$1.27M	Buy	46,616 +2,044	+5%	+$56.1K	0.71%	49
2025 Q3	$1.25M	Sell	44,572 -964	-2%	-$26.6K	0.7%	55
2025 Q2	$1.22M	Buy	45,536 +4,695	+11%	+$130K	0.73%	58
2025 Q1	$1.21M	Buy	+40,841	New	+$1.19M	0.78%	47

Other funds holding CTA

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

DRS

Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return

PFA

Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

LFA

Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Secured Retirement Advisors's CTA Position: Q2 2026 in Review

Secured Retirement Advisors increased its Simplify Managed Futures Strategy ETF (CTA) stake by 0.96% in Q2 2026, buying an estimated $11K and bringing the position to 39,074 shares worth $1.01M. The position accounts for 0.52% of the portfolio, ranked #78.

Secured Retirement Advisors first reported a position in CTA in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.27M in Q4 2025. 47 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

Secured Retirement Advisors held 39,074 shares of Simplify Managed Futures Strategy ETF worth $1.01M as of Q2 2026.
Secured Retirement Advisors bought 372 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $11K.
Simplify Managed Futures Strategy ETF made up 0.52% of Secured Retirement Advisors's portfolio in Q2 2026, its #78 holding.
Secured Retirement Advisors first reported a position in Simplify Managed Futures Strategy ETF in Q1 2025 and has held it in 6 quarters since.
Secured Retirement Advisors's Simplify Managed Futures Strategy ETF position peaked at $1.27M in Q4 2025.
47 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.