AWM
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Aprio Wealth Management’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Aprio Wealth 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 		$4.3M Sell
210,655
-22,473
-10% -$467K 0.21% 96
2026
Q1 		$4.92M Sell
233,128
-62,507
-21% -$1.35M 0.27% 76
2025
Q4 		$6.48M Sell
295,635
-8,274
-3% -$182K 0.37% 56
2025
Q3 		$6.65M Sell
303,909
-10,225
-3% -$224K 0.66% 32
2025
Q2 		$6.92M Sell
314,134
-587,608
-65% -$12.9M 0.78% 28
2025
Q1 		$19.8M Sell
901,742
-304,252
-25% -$6.53M 2.48% 8
2024
Q4 		$25.6M Buy
1,205,994
+150,852
+14% +$3.27M 3.73% 5
2024
Q3 		$24.3M Buy
1,055,142
+68,746
+7% +$1.55M 3.88% 5
2024
Q2 		$21M Buy
986,396
+129,409
+15% +$2.76M 3.83% 6
2024
Q1 		$18.7M Buy
+856,987
New +$19.2M 3.67% 7

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

Aprio Wealth Management's TUA Position: Q2 2026 in Review

Aprio Wealth Management reduced its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 9.6% in Q2 2026, selling an estimated $467K and leaving 210,655 shares worth $4.3M. The position accounts for 0.21% of the portfolio, ranked #96.

Aprio Wealth Management first reported a position in TUA in Q1 2024 and has held it in 10 quarters since. The position peaked at $25.6M in Q4 2024. 87 funds tracked by Wall St. Rank hold TUA as of Q2 2026.

  • Aprio Wealth Management held 210,655 shares of Simplify Short Term Treasury Futures Strategy ETF worth $4.3M as of Q2 2026.
  • Aprio Wealth Management sold 22,473 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $467K.
  • Simplify Short Term Treasury Futures Strategy ETF made up 0.21% of Aprio Wealth Management's portfolio in Q2 2026, its #96 holding.
  • Aprio Wealth Management first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q1 2024 and has held it in 10 quarters since.
  • Aprio Wealth Management's Simplify Short Term Treasury Futures Strategy ETF position peaked at $25.6M in Q4 2024.
  • 87 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.