4A
TUA icon

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
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

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
PFM
Professional Financial Management Appleton, Wisconsin $98.6M AUM
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

4Wealth Advisors's TUA Position: Q2 2026 in Review

4Wealth Advisors reduced its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 6.3% in Q2 2026, selling an estimated $29.3K and leaving 21,061 shares worth $432K. The position accounts for 0.33% of the portfolio, ranked #89.

4Wealth Advisors first reported a position in TUA in Q2 2025 and has held it in 5 quarters since. The position peaked at $686K in Q2 2025. 15 funds tracked by Wall St. Rank hold TUA as of Q2 2026.

  • 4Wealth Advisors held 21,061 shares of Simplify Short Term Treasury Futures Strategy ETF worth $432K as of Q2 2026.
  • 4Wealth Advisors sold 1,410 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $29.3K.
  • Simplify Short Term Treasury Futures Strategy ETF made up 0.33% of 4Wealth Advisors's portfolio in Q2 2026, its #89 holding.
  • 4Wealth Advisors first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q2 2025 and has held it in 5 quarters since.
  • 4Wealth Advisors's Simplify Short Term Treasury Futures Strategy ETF position peaked at $686K in Q2 2025.
  • 15 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.