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Tounjian Advisory Partners’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Tounjian Advisory Partners’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 		$171K Buy
+6,594
New +$196K 0.07% 127
2025
Q3 		– Sell
-9,028
Closed -$267K – 171
2025
Q2 		$267K Sell
9,028
-2,980
-25% -$82.8K 0.05% 221
2025
Q1 		$355K Buy
+12,008
New +$349K 0.07% 211

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 $67.3B AUM 21.9% 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 22.9% 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

Tounjian Advisory Partners's CTA Position: Q2 2026 in Review

Tounjian Advisory Partners opened a new position in Simplify Managed Futures Strategy ETF (CTA) in Q2 2026: 6,594 shares worth $171K. The stake represents 0.07% of the portfolio and ranks #127 among its holdings. This is a return to the name: Tounjian Advisory Partners previously reported a position in CTA as recently as Q2 2025.

Tounjian Advisory Partners first reported a position in CTA in Q1 2025 and has held it in 3 quarters since. The position peaked at $355K in Q1 2025. 251 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • Tounjian Advisory Partners held 6,594 shares of Simplify Managed Futures Strategy ETF worth $171K as of Q2 2026.
  • Simplify Managed Futures Strategy ETF was a new Tounjian Advisory Partners position in Q2 2026.
  • Simplify Managed Futures Strategy ETF made up 0.07% of Tounjian Advisory Partners's portfolio in Q2 2026, its #127 holding.
  • Tounjian Advisory Partners first reported a position in Simplify Managed Futures Strategy ETF in Q1 2025 and has held it in 3 quarters since.
  • Tounjian Advisory Partners's Simplify Managed Futures Strategy ETF position peaked at $355K in Q1 2025.
  • 251 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Tounjian Advisory Partners's 13F filing for Q2 2026, filed 7 Aug 2026.