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AE Wealth Management’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

AE Wealth Management’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
Q1 		$40.5M Buy
1,917,668
+39,118
+2% +$846K 0.22% 112
2025
Q4 		$41.1M Sell
1,878,550
-98,252
-5% -$2.16M 0.24% 99
2025
Q3 		$43.2M Buy
1,976,802
+46,385
+2% +$1.01M 0.28% 92
2025
Q2 		$42.5M Sell
1,930,417
-73,593
-4% -$1.61M 0.31% 85
2025
Q1 		$44M Buy
2,004,010
+394,652
+25% +$8.47M 0.37% 67
2024
Q4 		$34.2M Buy
1,609,358
+224,576
+16% +$4.87M 0.29% 83
2024
Q3 		$31.8M Buy
1,384,782
+372,893
+37% +$8.39M 0.29% 87
2024
Q2 		$21.6M Buy
1,011,889
+296,792
+42% +$6.32M 0.22% 114
2024
Q1 		$15.6M Buy
715,097
+51,199
+8% +$1.15M 0.18% 157
2023
Q4 		$15.1M Buy
663,898
+64,537
+11% +$1.43M 0.08% 296
2023
Q3 		$13.1M Buy
599,361
+53,760
+10% +$1.2M 0.08% 314
2023
Q2 		$12.4M Buy
+545,601
New +$13.4M 0.07% 325

Other funds holding TUA

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

AE Wealth Management's TUA Position: Q1 2026 in Review

AE Wealth Management increased its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 2.1% in Q1 2026, buying an estimated $846K and bringing the position to 1,917,668 shares worth $40.5M. The position accounts for 0.22% of the portfolio, ranked #112.

AE Wealth Management first reported a position in TUA in Q2 2023 and has held it in 12 quarters since. The position peaked at $44M in Q1 2025. 82 funds tracked by Wall St. Rank hold TUA as of Q1 2026.

  • AE Wealth Management held 1,917,668 shares of Simplify Short Term Treasury Futures Strategy ETF worth $40.5M as of Q1 2026.
  • AE Wealth Management bought 39,118 Simplify Short Term Treasury Futures Strategy ETF shares in Q1 2026, an estimated $846K.
  • Simplify Short Term Treasury Futures Strategy ETF made up 0.22% of AE Wealth Management's portfolio in Q1 2026, its #112 holding.
  • AE Wealth Management first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q2 2023 and has held it in 12 quarters since.
  • AE Wealth Management's Simplify Short Term Treasury Futures Strategy ETF position peaked at $44M in Q1 2025.
  • 82 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.