4Wealth Advisors’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

4Wealth Advisors’s Portfolio TUA Stock Details TUA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$394K	Sell	20,714 -347	-2%	-$6.96K	0.27%	82
2026 Q2	$432K	Sell	21,061 -1,410	-6%	-$29.3K	0.33%	89
2026 Q1	$473K	Sell	22,471 -7,086	-24%	-$153K	0.4%	81
2025 Q4	$647K	Sell	29,557 -816	-3%	-$17.9K	0.55%	62
2025 Q3	$664K	Sell	30,373 -761	-2%	-$16.6K	0.59%	60
2025 Q2	$686K	Buy	+31,134	New	+$682K	0.7%	44

Other funds holding TUA

Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Lloyd Advisory Services Suwanee, Georgia $263M AUM 10.23% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

GenTrust Miami, Florida $2.65B AUM 11.42% 1-Year Est. Return

Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Professional Financial Management Appleton, Wisconsin $98.2M AUM 2.59% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return

4Wealth Advisors's TUA Position: Q3 2026 in Review

4Wealth Advisors reduced its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 1.6% in Q3 2026, selling an estimated $6.96K and leaving 20,714 shares worth $394K. The position accounts for 0.27% of the portfolio, ranked #82.

4Wealth Advisors first reported a position in TUA in Q2 2025 and has held it in 6 quarters since. The position peaked at $686K in Q2 2025. 48 funds tracked by Wall St. Rank hold TUA as of Q3 2026.

4Wealth Advisors held 20,714 shares of Simplify Short Term Treasury Futures Strategy ETF worth $394K as of Q3 2026.
4Wealth Advisors sold 347 Simplify Short Term Treasury Futures Strategy ETF shares in Q3 2026, an estimated $6.96K.
Simplify Short Term Treasury Futures Strategy ETF made up 0.27% of 4Wealth Advisors's portfolio in Q3 2026, its #82 holding.
4Wealth Advisors first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q2 2025 and has held it in 6 quarters since.
4Wealth Advisors's Simplify Short Term Treasury Futures Strategy ETF position peaked at $686K in Q2 2025.
48 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.