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Sound Financial Strategies Group’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Sound Financial Strategies 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 		$3.15M Buy
104,137
+29,435
+39% +$856K 2.15% 13
2025
Q4 		$2.04M Buy
74,702
+14,478
+24% +$398K 1.44% 18
2025
Q3 		$1.68M Buy
+60,224
New +$1.66M 1.23% 19

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 $9.2B AUM 23.26% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWAO
Independence Wealth Advisors (Ohio) Independence, Ohio $188M AUM
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sound Financial Strategies Group's CTA Position: Q1 2026 in Review

Sound Financial Strategies Group increased its Simplify Managed Futures Strategy ETF (CTA) stake by 39% in Q1 2026, buying an estimated $856K and bringing the position to 104,137 shares worth $3.15M. The position accounts for 2.15% of the portfolio, ranked #13.

Sound Financial Strategies Group first reported a position in CTA in Q3 2025 and has held it in 3 quarters since. 238 funds tracked by Wall St. Rank hold CTA as of Q1 2026.

  • Sound Financial Strategies Group held 104,137 shares of Simplify Managed Futures Strategy ETF worth $3.15M as of Q1 2026.
  • Sound Financial Strategies Group bought 29,435 Simplify Managed Futures Strategy ETF shares in Q1 2026, an estimated $856K.
  • Simplify Managed Futures Strategy ETF made up 2.15% of Sound Financial Strategies Group's portfolio in Q1 2026, its #13 holding.
  • Sound Financial Strategies Group first reported a position in Simplify Managed Futures Strategy ETF in Q3 2025 and has held it in 3 quarters since.
  • 238 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.