AIM
TUA icon

Anchor Investment Management’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Anchor Investment 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
Q2 		$355K Sell
17,373
-2,500
-13% -$51.9K 0.03% 304
2026
Q1 		$419K Hold
19,873
– – 0.04% 284
2025
Q4 		$435K Sell
19,873
-300
-1% -$6.59K 0.04% 279
2025
Q3 		$441K Hold
20,173
– – 0.04% 277
2025
Q2 		$444K Sell
20,173
-200
-1% -$4.38K 0.04% 270
2025
Q1 		$448K Buy
20,373
+3,254
+19% +$69.8K 0.04% 270
2024
Q4 		$363K Sell
17,119
-2,494
-13% -$54.1K 0.03% 286
2024
Q3 		$451K Buy
19,613
+2,305
+13% +$51.9K 0.04% 273
2024
Q2 		$369K Buy
17,308
+1,606
+10% +$34.2K 0.04% 274
2024
Q1 		$343K Buy
+15,702
New +$352K 0.04% 285

Other funds holding TUA

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return

Anchor Investment Management's TUA Position: Q2 2026 in Review

Anchor Investment Management reduced its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 13% in Q2 2026, selling an estimated $51.9K and leaving 17,373 shares worth $355K. The position accounts for 0.03% of the portfolio, ranked #304.

Anchor Investment Management first reported a position in TUA in Q1 2024 and has held it in 10 quarters since. The position peaked at $451K in Q3 2024. 87 funds tracked by Wall St. Rank hold TUA as of Q2 2026.

  • Anchor Investment Management held 17,373 shares of Simplify Short Term Treasury Futures Strategy ETF worth $355K as of Q2 2026.
  • Anchor Investment Management sold 2,500 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $51.9K.
  • Simplify Short Term Treasury Futures Strategy ETF made up 0.03% of Anchor Investment Management's portfolio in Q2 2026, its #304 holding.
  • Anchor Investment Management first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q1 2024 and has held it in 10 quarters since.
  • Anchor Investment Management's Simplify Short Term Treasury Futures Strategy ETF position peaked at $451K in Q3 2024.
  • 87 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.