Allworth Financial
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Allworth Financial’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Allworth Financial’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
Q2 		– Sell
-677
Closed -$15K – 4673
2025
Q1 		$15K Buy
+677
New +$14.5K ﹤0.01% 2236

Other funds holding TUA

SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
Ancora Advisors
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial's TUA Position: Q2 2025 in Review

Allworth Financial sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q2 2025, closing a stake of 677 shares — an estimated $15K sold.

Allworth Financial first reported a position in TUA in Q1 2025 and held it in 1 quarter. The position peaked at $15K in Q1 2025. 93 funds tracked by Wall St. Rank hold TUA as of Q2 2025.

  • Allworth Financial reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q2 2025 after selling out during the quarter.
  • Allworth Financial sold 677 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2025, an estimated $15K.
  • Allworth Financial first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q1 2025 and held it in 1 quarter.
  • Allworth Financial's Simplify Short Term Treasury Futures Strategy ETF position peaked at $15K in Q1 2025.
  • 93 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2025.

Based on Allworth Financial's 13F filing for Q2 2025, filed 7 Aug 2025.