AWM
TUA icon

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
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 $6.49B AUM 10.69% 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 $338M 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 $237M AUM 2.06% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.69B AUM 19.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return