XY Planning Network’s Simplify Managed Futures Strategy ETF CTA Stock Holding History

XY Planning Network’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	$209K	Buy	+8,042	New	+$239K	0.03%	336

Other funds holding CTA

Wealth Enhancement Advisory Services

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

Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return

Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return

Peak Financial Advisors Denver, Colorado $242M AUM 19.63% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

XY Planning Network's CTA Position: Q2 2026 in Review

XY Planning Network opened a new position in Simplify Managed Futures Strategy ETF (CTA) in Q2 2026: 8,042 shares worth $209K. The stake represents 0.03% of the portfolio and ranks #336 among its holdings.

67 funds tracked by Wall St. Rank hold CTA as of Q2 2026.

XY Planning Network held 8,042 shares of Simplify Managed Futures Strategy ETF worth $209K as of Q2 2026.
Simplify Managed Futures Strategy ETF was a new XY Planning Network position in Q2 2026.
Simplify Managed Futures Strategy ETF made up 0.03% of XY Planning Network's portfolio in Q2 2026, its #336 holding.
67 funds tracked by Wall St. Rank held Simplify Managed Futures Strategy ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.