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Trajan Wealth’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Trajan Wealth’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 		– Sell
-7,079
Closed -$214K – 155
2026
Q1 		$214K Buy
+7,079
New +$206K 0.01% 141
2025
Q4 		– Sell
-8,465
Closed -$237K – 158
2025
Q3 		$237K Buy
+8,465
New +$234K 0.01% 141

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
AE Wealth Management
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

Trajan Wealth's CTA Position: Q2 2026 in Review

Trajan Wealth sold out of Simplify Managed Futures Strategy ETF (CTA) in Q2 2026, closing a stake of 7,079 shares — an estimated $214K sold.

Trajan Wealth first reported a position in CTA in Q3 2025 and held it in 2 quarters. The position peaked at $237K in Q3 2025. 251 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • Trajan Wealth reported no remaining Simplify Managed Futures Strategy ETF position as of Q2 2026 after selling out during the quarter.
  • Trajan Wealth sold 7,079 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $214K.
  • Trajan Wealth first reported a position in Simplify Managed Futures Strategy ETF in Q3 2025 and held it in 2 quarters.
  • Trajan Wealth's Simplify Managed Futures Strategy ETF position peaked at $237K in Q3 2025.
  • 251 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Trajan Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.