StoneX Group’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

StoneX 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	$230K	Sell	8,852 -349	-4%	-$10.4K	0.01%	1007
2026 Q1	$278K	Buy	9,201 +1,358	+17%	+$39.5K	0.02%	606
2025 Q4	$214K	Sell	7,843 -12	-0.2%	-$330	0.01%	849
2025 Q3	$220K	Buy	+7,855	New	+$217K	0.01%	796
2023 Q1	–	Sell	-11,353	Closed	-$295K	–	730
2022 Q4	$295K	Buy	+11,353	New	+$321K	0.04%	386

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

StoneX Group's CTA Position: Q2 2026 in Review

StoneX Group reduced its Simplify Managed Futures Strategy ETF (CTA) stake by 3.8% in Q2 2026, selling an estimated $10.4K and leaving 8,852 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #1007.

StoneX Group first reported a position in CTA in Q4 2022 and has held it in 5 quarters since. The position peaked at $295K in Q4 2022. 251 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

StoneX Group held 8,852 shares of Simplify Managed Futures Strategy ETF worth $230K as of Q2 2026.
StoneX Group sold 349 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $10.4K.
Simplify Managed Futures Strategy ETF made up 0.01% of StoneX Group's portfolio in Q2 2026, its #1007 holding.
StoneX Group first reported a position in Simplify Managed Futures Strategy ETF in Q4 2022 and has held it in 5 quarters since.
StoneX Group's Simplify Managed Futures Strategy ETF position peaked at $295K in Q4 2022.
251 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.