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Aspect Partners’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Aspect Partners’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
2025
Q4 		– Sell
-239
Closed -$5.23K – 765
2025
Q3 		$5.23K Hold
239
– – ﹤0.01% 413
2025
Q2 		$5.26K Buy
+239
New +$5.24K ﹤0.01% 368

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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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $697M AUM 29.98% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Aspect Partners's TUA Position: Q4 2025 in Review

Aspect Partners sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q4 2025, closing a stake of 239 shares — an estimated $5.23K sold.

Aspect Partners first reported a position in TUA in Q2 2025 and held it in 2 quarters. The position peaked at $5.26K in Q2 2025. 88 funds tracked by Wall St. Rank hold TUA as of Q4 2025.

  • Aspect Partners reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Aspect Partners sold 239 Simplify Short Term Treasury Futures Strategy ETF shares in Q4 2025, an estimated $5.23K.
  • Aspect Partners first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q2 2025 and held it in 2 quarters.
  • Aspect Partners's Simplify Short Term Treasury Futures Strategy ETF position peaked at $5.26K in Q2 2025.
  • 88 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q4 2025.

Based on Aspect Partners's 13F filing for Q4 2025, filed 23 Jan 2026.