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

Ausdal Financial 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
-31,995
Closed -$700K – 1003
2025
Q3 		$700K Sell
31,995
-626
-2% -$13.7K 0.03% 452
2025
Q2 		$719K Sell
32,621
-205
-0.6% -$4.49K 0.05% 330
2025
Q1 		$721K Buy
+32,826
New +$705K 0.05% 298

Other funds holding TUA

SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M 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 $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

Ausdal Financial Partners's TUA Position: Q4 2025 in Review

Ausdal Financial Partners sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q4 2025, closing a stake of 31,995 shares — an estimated $700K sold.

Ausdal Financial Partners first reported a position in TUA in Q1 2025 and held it in 3 quarters. The position peaked at $721K in Q1 2025. 88 funds tracked by Wall St. Rank hold TUA as of Q4 2025.

  • Ausdal Financial Partners reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Ausdal Financial Partners sold 31,995 Simplify Short Term Treasury Futures Strategy ETF shares in Q4 2025, an estimated $700K.
  • Ausdal Financial Partners first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q1 2025 and held it in 3 quarters.
  • Ausdal Financial Partners's Simplify Short Term Treasury Futures Strategy ETF position peaked at $721K in Q1 2025.
  • 88 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q4 2025.

Based on Ausdal Financial Partners's 13F filing for Q4 2025, filed 13 Feb 2026.