Advisory Services Network’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Advisory Services Network’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
2025 Q4	–	Sell	-469	Closed	-$10.3K	–	4082
2025 Q3	$10.3K	Buy	+469	New	+$10.3K	﹤0.01%	3275
2024 Q1	–	Sell	-58,892	Closed	-$1.36M	–	3497
2023 Q4	$1.36M	Buy	+58,892	New	+$1.31M	0.03%	535

Other funds holding TUA

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

FCM

Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Advisory Services Network's TUA Position: Q4 2025 in Review

Advisory Services Network sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q4 2025, closing a stake of 469 shares — an estimated $10.3K sold.

Advisory Services Network first reported a position in TUA in Q4 2023 and held it in 2 quarters. The position peaked at $1.36M in Q4 2023. 88 funds tracked by Wall St. Rank hold TUA as of Q4 2025.

Advisory Services Network reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q4 2025 after selling out during the quarter.
Advisory Services Network sold 469 Simplify Short Term Treasury Futures Strategy ETF shares in Q4 2025, an estimated $10.3K.
Advisory Services Network first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2023 and held it in 2 quarters.
Advisory Services Network's Simplify Short Term Treasury Futures Strategy ETF position peaked at $1.36M in Q4 2023.
88 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q4 2025.

Based on Advisory Services Network's 13F filing for Q4 2025, filed 17 Feb 2026.