Truist Financial
CTA icon

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

Truist 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 		$11.8M Buy
455,688
+73,731
+19% +$2.19M 0.01% 595
2026
Q1 		$11.5M Buy
381,957
+11,145
+3% +$324K 0.02% 569
2025
Q4 		$10.1M Buy
370,812
+15,242
+4% +$419K 0.01% 602
2025
Q3 		$9.95M Buy
355,570
+30,438
+9% +$840K 0.01% 613
2025
Q2 		$8.69M Buy
325,132
+306,942
+1,687% +$8.53M 0.01% 632
2025
Q1 		$538K Sell
18,190
-1,785
-9% -$51.9K ﹤0.01% 1833
2024
Q4 		$557K Buy
19,975
+832
+4% +$22.6K ﹤0.01% 1814
2024
Q3 		$498K Buy
19,143
+2,322
+14% +$60.9K ﹤0.01% 1864
2024
Q2 		$453K Sell
16,821
-209
-1% -$5.64K ﹤0.01% 2028
2024
Q1 		$425K Buy
17,030
+778
+5% +$19.1K ﹤0.01% 2068
2023
Q4 		$384K Sell
16,252
-20,783
-56% -$544K ﹤0.01% 2150
2023
Q3 		$1.02M Buy
37,035
+870
+2% +$22.6K ﹤0.01% 1562
2023
Q2 		$922K Sell
36,165
-8,948
-20% -$223K ﹤0.01% 1619
2023
Q1 		$1.06M Sell
45,113
-11,682
-21% -$297K ﹤0.01% 1528
2022
Q4 		$1.48M Buy
56,795
+1,428
+3% +$40.3K ﹤0.01% 1365
2022
Q3 		$1.62M Buy
+55,367
New +$1.61M ﹤0.01% 1287

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

Truist Financial's CTA Position: Q2 2026 in Review

Truist Financial increased its Simplify Managed Futures Strategy ETF (CTA) stake by 19% in Q2 2026, buying an estimated $2.19M and bringing the position to 455,688 shares worth $11.8M. The position accounts for 0.01% of the portfolio, ranked #595.

Truist Financial first reported a position in CTA in Q3 2022 and has held it in 16 quarters since. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • Truist Financial held 455,688 shares of Simplify Managed Futures Strategy ETF worth $11.8M as of Q2 2026.
  • Truist Financial bought 73,731 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $2.19M.
  • Simplify Managed Futures Strategy ETF made up 0.01% of Truist Financial's portfolio in Q2 2026, its #595 holding.
  • Truist Financial first reported a position in Simplify Managed Futures Strategy ETF in Q3 2022 and has held it in 16 quarters since.
  • 250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.