Sowell Financial Services’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Sowell Financial Services’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	$3.01M	Buy	+116,223	New	+$3.45M	0.1%	218

Other funds holding CTA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Sowell Financial Services's CTA Position: Q2 2026 in Review

Sowell Financial Services opened a new position in Simplify Managed Futures Strategy ETF (CTA) in Q2 2026: 116,223 shares worth $3.01M. The stake represents 0.1% of the portfolio and ranks #218 among its holdings.

250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

Sowell Financial Services held 116,223 shares of Simplify Managed Futures Strategy ETF worth $3.01M as of Q2 2026.
Simplify Managed Futures Strategy ETF was a new Sowell Financial Services position in Q2 2026.
Simplify Managed Futures Strategy ETF made up 0.1% of Sowell Financial Services's portfolio in Q2 2026, its #218 holding.
250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.