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Upper Left Wealth Management’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Upper Left Wealth 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 		$3.26M Sell
125,785
-7,205
-5% -$214K 1.81% 26
2026
Q1 		$4.02M Buy
132,990
+13,913
+12% +$405K 2.37% 19
2025
Q4 		$3.25M Buy
119,077
+10,862
+10% +$298K 1.98% 21
2025
Q3 		$3.03M Buy
108,215
+8,480
+9% +$234K 1.9% 23
2025
Q2 		$2.67M Sell
99,735
-23,189
-19% -$644K 1.78% 24
2025
Q1 		$3.64M Buy
+122,924
New +$3.57M 2.61% 20

Other funds holding CTA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIG
Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return
PFA
Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $121M AUM

Upper Left Wealth Management's CTA Position: Q2 2026 in Review

Upper Left Wealth Management reduced its Simplify Managed Futures Strategy ETF (CTA) stake by 5.4% in Q2 2026, selling an estimated $214K and leaving 125,785 shares worth $3.26M. The position accounts for 1.81% of the portfolio, ranked #26.

Upper Left Wealth Management first reported a position in CTA in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.02M in Q1 2026. 34 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • Upper Left Wealth Management held 125,785 shares of Simplify Managed Futures Strategy ETF worth $3.26M as of Q2 2026.
  • Upper Left Wealth Management sold 7,205 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $214K.
  • Simplify Managed Futures Strategy ETF made up 1.81% of Upper Left Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Upper Left Wealth Management first reported a position in Simplify Managed Futures Strategy ETF in Q1 2025 and has held it in 6 quarters since.
  • Upper Left Wealth Management's Simplify Managed Futures Strategy ETF position peaked at $4.02M in Q1 2026.
  • 34 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Upper Left Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.