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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
Q3 		$24.4K Hold
845
– – ﹤0.01% 911
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $175M AUM 17.6% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
AFFA
ALM First Financial Advisors Dallas, Texas $633M AUM 15.27% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
ULWM
Upper Left Wealth Management Tampa, Florida $193M AUM 6.98% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Triumph Capital Management's CTA Position: Q3 2026 in Review

Triumph Capital Management held its Simplify Managed Futures Strategy ETF (CTA) position steady in Q3 2026 at 845 shares worth $24.4K. The position accounts for ﹤0.01% of the portfolio, ranked #911.

Triumph Capital Management first reported a position in CTA in Q4 2025 and has held it in 4 quarters since. The position peaked at $25.5K in Q1 2026. 37 funds tracked by Wall St. Rank hold CTA as of Q3 2026.

  • Triumph Capital Management held 845 shares of Simplify Managed Futures Strategy ETF worth $24.4K as of Q3 2026.
  • Triumph Capital Management left its Simplify Managed Futures Strategy ETF share count unchanged in Q3 2026.
  • Simplify Managed Futures Strategy ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #911 holding.
  • Triumph Capital Management first reported a position in Simplify Managed Futures Strategy ETF in Q4 2025 and has held it in 4 quarters since.
  • Triumph Capital Management's Simplify Managed Futures Strategy ETF position peaked at $25.5K in Q1 2026.
  • 37 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.