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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
Q2 		$2.7M Hold
104,137
– – 1.72% 18
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 $1.55T 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

Sound Financial Strategies Group's CTA Position: Q2 2026 in Review

Sound Financial Strategies Group held its Simplify Managed Futures Strategy ETF (CTA) position steady in Q2 2026 at 104,137 shares worth $2.7M. The position accounts for 1.72% of the portfolio, ranked #18.

Sound Financial Strategies Group first reported a position in CTA in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.15M in Q1 2026. 251 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • Sound Financial Strategies Group held 104,137 shares of Simplify Managed Futures Strategy ETF worth $2.7M as of Q2 2026.
  • Sound Financial Strategies Group left its Simplify Managed Futures Strategy ETF share count unchanged in Q2 2026.
  • Simplify Managed Futures Strategy ETF made up 1.72% of Sound Financial Strategies Group's portfolio in Q2 2026, its #18 holding.
  • Sound Financial Strategies Group first reported a position in Simplify Managed Futures Strategy ETF in Q3 2025 and has held it in 4 quarters since.
  • Sound Financial Strategies Group's Simplify Managed Futures Strategy ETF position peaked at $3.15M in Q1 2026.
  • 251 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.