AssetMark Inc
TUA icon

AssetMark Inc’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

AssetMark Inc’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 		– Sell
-58
Closed -$1.27K – 3603
2025
Q4 		$1.27K Buy
+58
New +$1.27K ﹤0.01% 2879

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 $1.05B AUM 16.69% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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 $104B AUM 28.3% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

AssetMark Inc's TUA Position: Q1 2026 in Review

AssetMark Inc sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q1 2026, closing a stake of 58 shares — an estimated $1.27K sold.

AssetMark Inc first reported a position in TUA in Q4 2025 and held it in 1 quarter. The position peaked at $1.27K in Q4 2025. 83 funds tracked by Wall St. Rank hold TUA as of Q1 2026.

  • AssetMark Inc reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • AssetMark Inc sold 58 Simplify Short Term Treasury Futures Strategy ETF shares in Q1 2026, an estimated $1.27K.
  • AssetMark Inc first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2025 and held it in 1 quarter.
  • AssetMark Inc's Simplify Short Term Treasury Futures Strategy ETF position peaked at $1.27K in Q4 2025.
  • 83 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.