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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
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
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
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
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

Anchor Investment Management's TUA Position: Q1 2026 in Review

Anchor Investment Management held its Simplify Short Term Treasury Futures Strategy ETF (TUA) position steady in Q1 2026 at 19,873 shares worth $419K. The position accounts for 0.04% of the portfolio, ranked #284.

Anchor Investment Management first reported a position in TUA in Q1 2024 and has held it in 9 quarters since. The position peaked at $451K in Q3 2024. 82 funds tracked by Wall St. Rank hold TUA as of Q1 2026.

  • Anchor Investment Management held 19,873 shares of Simplify Short Term Treasury Futures Strategy ETF worth $419K as of Q1 2026.
  • Anchor Investment Management left its Simplify Short Term Treasury Futures Strategy ETF share count unchanged in Q1 2026.
  • Simplify Short Term Treasury Futures Strategy ETF made up 0.04% of Anchor Investment Management's portfolio in Q1 2026, its #284 holding.
  • Anchor Investment Management first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q1 2024 and has held it in 9 quarters since.
  • Anchor Investment Management's Simplify Short Term Treasury Futures Strategy ETF position peaked at $451K in Q3 2024.
  • 82 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.