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 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	–	492
2022 Q4	$295K	Buy	+11,353	New	+$321K	0.04%	303

Other funds holding CTA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $235B AUM 32.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

StoneX Group's CTA Position: Q1 2026 in Review

StoneX Group increased its Simplify Managed Futures Strategy ETF (CTA) stake by 17% in Q1 2026, buying an estimated $39.5K and bringing the position to 9,201 shares worth $278K. The position accounts for 0.02% of the portfolio, ranked #606.

StoneX Group first reported a position in CTA in Q4 2022 and has held it in 4 quarters since. The position peaked at $295K in Q4 2022. 238 funds tracked by Wall St. Rank hold CTA as of Q1 2026.

StoneX Group held 9,201 shares of Simplify Managed Futures Strategy ETF worth $278K as of Q1 2026.
StoneX Group bought 1,358 Simplify Managed Futures Strategy ETF shares in Q1 2026, an estimated $39.5K.
Simplify Managed Futures Strategy ETF made up 0.02% of StoneX Group's portfolio in Q1 2026, its #606 holding.
StoneX Group first reported a position in Simplify Managed Futures Strategy ETF in Q4 2022 and has held it in 4 quarters since.
StoneX Group's Simplify Managed Futures Strategy ETF position peaked at $295K in Q4 2022.
238 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.