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SHP Wealth Management’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

SHP Wealth Management’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 		$629K Buy
20,799
+3,218
+18% +$93.6K 0.05% 126
2025
Q4 		$479K Buy
+17,581
New +$483K 0.04% 157

Other funds holding CTA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $188M AUM
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SHP Wealth Management's CTA Position: Q1 2026 in Review

SHP Wealth Management increased its Simplify Managed Futures Strategy ETF (CTA) stake by 18% in Q1 2026, buying an estimated $93.6K and bringing the position to 20,799 shares worth $629K. The position accounts for 0.05% of the portfolio, ranked #126.

SHP Wealth Management first reported a position in CTA in Q4 2025 and has held it in 2 quarters since. 239 funds tracked by Wall St. Rank hold CTA as of Q1 2026.

  • SHP Wealth Management held 20,799 shares of Simplify Managed Futures Strategy ETF worth $629K as of Q1 2026.
  • SHP Wealth Management bought 3,218 Simplify Managed Futures Strategy ETF shares in Q1 2026, an estimated $93.6K.
  • Simplify Managed Futures Strategy ETF made up 0.05% of SHP Wealth Management's portfolio in Q1 2026, its #126 holding.
  • SHP Wealth Management first reported a position in Simplify Managed Futures Strategy ETF in Q4 2025 and has held it in 2 quarters since.
  • 239 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.