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Wealth Enhancement Trust Services’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Wealth Enhancement Trust Services’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 		$1.57M Sell
60,461
-1,826
-3% -$54.2K 0.17% 114
2026
Q1 		$1.88M Buy
62,287
+7,040
+13% +$205K 0.23% 88
2025
Q4 		$1.51M Buy
+55,247
New +$1.52M 0.19% 100

Other funds holding CTA

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
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
DRS
Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Wealth Enhancement Trust Services's CTA Position: Q2 2026 in Review

Wealth Enhancement Trust Services reduced its Simplify Managed Futures Strategy ETF (CTA) stake by 2.9% in Q2 2026, selling an estimated $54.2K and leaving 60,461 shares worth $1.57M. The position accounts for 0.17% of the portfolio, ranked #114.

Wealth Enhancement Trust Services first reported a position in CTA in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.88M in Q1 2026. 189 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • Wealth Enhancement Trust Services held 60,461 shares of Simplify Managed Futures Strategy ETF worth $1.57M as of Q2 2026.
  • Wealth Enhancement Trust Services sold 1,826 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $54.2K.
  • Simplify Managed Futures Strategy ETF made up 0.17% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #114 holding.
  • Wealth Enhancement Trust Services first reported a position in Simplify Managed Futures Strategy ETF in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Simplify Managed Futures Strategy ETF position peaked at $1.88M in Q1 2026.
  • 189 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.