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

Sound Income Strategies’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	-415	Closed	-$12.2K	–	887
2026 Q1	$12.2K	Sell	415 -1,335	-76%	-$38.8K	﹤0.01%	1414
2025 Q4	$48.2K	Sell	1,750 -3,673	-68%	-$101K	﹤0.01%	803
2025 Q3	$154K	Buy	+5,423	New	+$150K	0.01%	330

Other funds holding CTA

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

DRS

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

Sound Income Strategies's CTA Position: Q2 2026 in Review

Sound Income Strategies sold out of Simplify Managed Futures Strategy ETF (CTA) in Q2 2026, closing a stake of 415 shares — an estimated $12.2K sold.

Sound Income Strategies first reported a position in CTA in Q3 2025 and held it in 3 quarters. The position peaked at $154K in Q3 2025. 191 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

Sound Income Strategies reported no remaining Simplify Managed Futures Strategy ETF position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 415 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $12.2K.
Sound Income Strategies first reported a position in Simplify Managed Futures Strategy ETF in Q3 2025 and held it in 3 quarters.
Sound Income Strategies's Simplify Managed Futures Strategy ETF position peaked at $154K in Q3 2025.
191 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.