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Vise Technologies’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Vise Technologies’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 		$3.85M Buy
148,426
+57,351
+63% +$1.7M 0.04% 340
2026
Q1 		$2.48M Hold
91,075
– – 0.05% 308
2025
Q4 		$2.48M Buy
91,075
+61,152
+204% +$1.68M 0.05% 309
2025
Q3 		$837K Buy
+29,923
New +$826K 0.03% 484

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 $67.3B AUM 21.9% 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 22.9% 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

Vise Technologies's CTA Position: Q2 2026 in Review

Vise Technologies increased its Simplify Managed Futures Strategy ETF (CTA) stake by 63% in Q2 2026, buying an estimated $1.7M and bringing the position to 148,426 shares worth $3.85M. The position accounts for 0.04% of the portfolio, ranked #340.

Vise Technologies first reported a position in CTA in Q3 2025 and has held it in 4 quarters since. 251 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • Vise Technologies held 148,426 shares of Simplify Managed Futures Strategy ETF worth $3.85M as of Q2 2026.
  • Vise Technologies bought 57,351 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $1.7M.
  • Simplify Managed Futures Strategy ETF made up 0.04% of Vise Technologies's portfolio in Q2 2026, its #340 holding.
  • Vise Technologies first reported a position in Simplify Managed Futures Strategy ETF in Q3 2025 and has held it in 4 quarters since.
  • 251 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.