WCG Wealth Advisors’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

WCG Wealth Advisors’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	$1.06M	Buy	40,818 +13,729	+51%	+$407K	0.03%	402
2026 Q1	$819K	Buy	27,089 +11,814	+77%	+$344K	0.02%	405
2025 Q4	$416K	Buy	+15,275	New	+$419K	0.01%	466
2025 Q2	–	Sell	-15,000	Closed	-$444K	–	331
2025 Q1	$444K	Buy	+15,000	New	+$436K	0.03%	248

Other funds holding CTA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WCG Wealth Advisors's CTA Position: Q2 2026 in Review

WCG Wealth Advisors increased its Simplify Managed Futures Strategy ETF (CTA) stake by 51% in Q2 2026, buying an estimated $407K and bringing the position to 40,818 shares worth $1.06M. The position accounts for 0.03% of the portfolio, ranked #402.

WCG Wealth Advisors first reported a position in CTA in Q1 2025 and has held it in 4 quarters since. 250 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

WCG Wealth Advisors held 40,818 shares of Simplify Managed Futures Strategy ETF worth $1.06M as of Q2 2026.
WCG Wealth Advisors bought 13,729 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $407K.
Simplify Managed Futures Strategy ETF made up 0.03% of WCG Wealth Advisors's portfolio in Q2 2026, its #402 holding.
WCG Wealth Advisors first reported a position in Simplify Managed Futures Strategy ETF in Q1 2025 and has held it in 4 quarters since.
250 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.