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Triumph Capital Management’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Triumph Capital Management’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 		$21.9K Hold
845
– – ﹤0.01% 913
2026
Q1 		$25.5K Hold
845
– – 0.01% 809
2025
Q4 		$23K Buy
+845
New +$23.2K 0.01% 822

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

Triumph Capital Management's CTA Position: Q2 2026 in Review

Triumph Capital Management held its Simplify Managed Futures Strategy ETF (CTA) position steady in Q2 2026 at 845 shares worth $21.9K. The position accounts for ﹤0.01% of the portfolio, ranked #913.

Triumph Capital Management first reported a position in CTA in Q4 2025 and has held it in 3 quarters since. The position peaked at $25.5K in Q1 2026. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • Triumph Capital Management held 845 shares of Simplify Managed Futures Strategy ETF worth $21.9K as of Q2 2026.
  • Triumph Capital Management left its Simplify Managed Futures Strategy ETF share count unchanged in Q2 2026.
  • Simplify Managed Futures Strategy ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #913 holding.
  • Triumph Capital Management first reported a position in Simplify Managed Futures Strategy ETF in Q4 2025 and has held it in 3 quarters since.
  • Triumph Capital Management's Simplify Managed Futures Strategy ETF position peaked at $25.5K in Q1 2026.
  • 250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.