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

Summit Financial’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 		$930K Buy
+35,851
New +$1.06M 0.01% 863

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

Summit Financial's CTA Position: Q2 2026 in Review

Summit Financial opened a new position in Simplify Managed Futures Strategy ETF (CTA) in Q2 2026: 35,851 shares worth $930K. The stake represents 0.01% of the portfolio and ranks #863 among its holdings.

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

  • Summit Financial held 35,851 shares of Simplify Managed Futures Strategy ETF worth $930K as of Q2 2026.
  • Simplify Managed Futures Strategy ETF was a new Summit Financial position in Q2 2026.
  • Simplify Managed Futures Strategy ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #863 holding.
  • 250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.