AA
TUA icon

Ancora Advisors’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Ancora Advisors’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 		$20.9M Buy
990,249
+168,959
+21% +$3.66M 0.44% 43
2025
Q4 		$18M Hold
821,290
– – 0.37% 56
2025
Q3 		$18M Hold
821,290
– – 0.36% 53
2025
Q2 		$18.1M Hold
821,290
– – 0.38% 55
2025
Q1 		$18M Buy
821,290
+35,000
+4% +$751K 0.4% 49
2024
Q4 		$16.7M Buy
786,290
+120,000
+18% +$2.6M 0.37% 53
2024
Q3 		$15.3M Sell
666,290
-30,000
-4% -$675K 0.35% 56
2024
Q2 		$14.8M Buy
696,290
+212,790
+44% +$4.53M 0.37% 53
2024
Q1 		$10.6M Buy
483,500
+100,000
+26% +$2.24M 0.24% 79
2023
Q4 		$8.88M Buy
383,500
+39,907
+12% +$887K 0.21% 96
2023
Q3 		$7.5M Buy
343,593
+297,733
+649% +$6.66M 0.2% 106
2023
Q2 		$1.04M Buy
45,860
+23,000
+101% +$565K 0.03% 344
2023
Q1 		$580K Buy
+22,860
New +$568K 0.02% 444

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
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

Ancora Advisors's TUA Position: Q1 2026 in Review

Ancora Advisors increased its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 21% in Q1 2026, buying an estimated $3.66M and bringing the position to 990,249 shares worth $20.9M. The position accounts for 0.44% of the portfolio, ranked #43.

Ancora Advisors first reported a position in TUA in Q1 2023 and has held it in 13 quarters since. 82 funds tracked by Wall St. Rank hold TUA as of Q1 2026.

  • Ancora Advisors held 990,249 shares of Simplify Short Term Treasury Futures Strategy ETF worth $20.9M as of Q1 2026.
  • Ancora Advisors bought 168,959 Simplify Short Term Treasury Futures Strategy ETF shares in Q1 2026, an estimated $3.66M.
  • Simplify Short Term Treasury Futures Strategy ETF made up 0.44% of Ancora Advisors's portfolio in Q1 2026, its #43 holding.
  • Ancora Advisors first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q1 2023 and has held it in 13 quarters since.
  • 82 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.