UBS Group
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UBS Group’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

UBS Group’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 		$20.9M Sell
804,759
-5,015
-0.6% -$149K ﹤0.01% 2636
2026
Q1 		$24.5M Buy
809,774
+806,033
+21,546% +$23.4M ﹤0.01% 2371
2025
Q4 		$102K Sell
3,741
-1,479
-28% -$40.6K ﹤0.01% 6902
2025
Q3 		$146K Sell
5,220
-2,396
-31% -$66.2K ﹤0.01% 6869
2025
Q2 		$204K Sell
7,616
-2,158
-22% -$60K ﹤0.01% 6709
2025
Q1 		$289K Buy
+9,774
New +$284K ﹤0.01% 6278
2024
Q2 		– Sell
-700
Closed -$17.5K – 9601
2024
Q1 		$17.5K Sell
700
-4,942
-88% -$122K ﹤0.01% 6984
2023
Q4 		$133K Buy
5,642
+4,578
+430% +$120K ﹤0.01% 6023
2023
Q3 		$29.3K Sell
1,064
-7,674
-88% -$200K ﹤0.01% 6597
2023
Q2 		$223K Buy
8,738
+8,030
+1,134% +$200K ﹤0.01% 5406
2023
Q1 		$16.6K Sell
708
-6,123
-90% -$156K ﹤0.01% 7228
2022
Q4 		$178K Buy
+6,831
New +$193K ﹤0.01% 5555
2022
Q2 		– Sell
-596
Closed -$14K – 10396
2022
Q1 		$14K Buy
+596
New +$14.5K ﹤0.01% 7924

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

UBS Group's CTA Position: Q2 2026 in Review

UBS Group reduced its Simplify Managed Futures Strategy ETF (CTA) stake by 0.62% in Q2 2026, selling an estimated $149K and leaving 804,759 shares worth $20.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2636.

UBS Group first reported a position in CTA in Q1 2022 and has held it in 13 quarters since. The position peaked at $24.5M in Q1 2026. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • UBS Group held 804,759 shares of Simplify Managed Futures Strategy ETF worth $20.9M as of Q2 2026.
  • UBS Group sold 5,015 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $149K.
  • Simplify Managed Futures Strategy ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2636 holding.
  • UBS Group first reported a position in Simplify Managed Futures Strategy ETF in Q1 2022 and has held it in 13 quarters since.
  • UBS Group's Simplify Managed Futures Strategy ETF position peaked at $24.5M in Q1 2026.
  • 250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.