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 Q2	$20.4M	Buy	996,922 +6,673	+0.7%	+$139K	0.39%	50
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

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 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

Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 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

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

Ancora Advisors's TUA Position: Q2 2026 in Review

Ancora Advisors increased its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 0.67% in Q2 2026, buying an estimated $139K and bringing the position to 996,922 shares worth $20.4M. The position accounts for 0.39% of the portfolio, ranked #50.

Ancora Advisors first reported a position in TUA in Q1 2023 and has held it in 14 quarters since. The position peaked at $20.9M in Q1 2026. 87 funds tracked by Wall St. Rank hold TUA as of Q2 2026.

Ancora Advisors held 996,922 shares of Simplify Short Term Treasury Futures Strategy ETF worth $20.4M as of Q2 2026.
Ancora Advisors bought 6,673 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $139K.
Simplify Short Term Treasury Futures Strategy ETF made up 0.39% of Ancora Advisors's portfolio in Q2 2026, its #50 holding.
Ancora Advisors first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q1 2023 and has held it in 14 quarters since.
Ancora Advisors's Simplify Short Term Treasury Futures Strategy ETF position peaked at $20.9M in Q1 2026.
87 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.