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Wedbush Securities’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

Wedbush Securities’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 		$226K Sell
8,709
-5,119
-37% -$152K 0.01% 1132
2026
Q1 		$418K Sell
13,828
-27,309
-66% -$794K 0.01% 744
2025
Q4 		$1.12M Buy
41,137
+6,126
+17% +$168K 0.03% 413
2025
Q3 		$979K Buy
35,011
+20,563
+142% +$568K 0.03% 433
2025
Q2 		$386K Buy
+14,448
New +$401K 0.01% 726

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

Wedbush Securities's CTA Position: Q2 2026 in Review

Wedbush Securities reduced its Simplify Managed Futures Strategy ETF (CTA) stake by 37% in Q2 2026, selling an estimated $152K and leaving 8,709 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #1132.

Wedbush Securities first reported a position in CTA in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.12M in Q4 2025. 251 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

  • Wedbush Securities held 8,709 shares of Simplify Managed Futures Strategy ETF worth $226K as of Q2 2026.
  • Wedbush Securities sold 5,119 Simplify Managed Futures Strategy ETF shares in Q2 2026, an estimated $152K.
  • Simplify Managed Futures Strategy ETF made up 0.01% of Wedbush Securities's portfolio in Q2 2026, its #1132 holding.
  • Wedbush Securities first reported a position in Simplify Managed Futures Strategy ETF in Q2 2025 and has held it in 5 quarters since.
  • Wedbush Securities's Simplify Managed Futures Strategy ETF position peaked at $1.12M in Q4 2025.
  • 251 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.