AWA
TUA icon

Authentikos Wealth Advisory’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Authentikos Wealth Advisory’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 		$5.26M Buy
249,065
+7,248
+3% +$157K 3.55% 8
2025
Q4 		$5.3M Sell
241,817
-73,507
-23% -$1.62M 3.5% 8
2025
Q3 		$6.9M Sell
315,324
-95,985
-23% -$2.1M 4.56% 9
2025
Q2 		$9.06M Buy
411,309
+79,172
+24% +$1.73M 6.3% 3
2025
Q1 		$7.3M Buy
332,137
+263,715
+385% +$5.66M 5.7% 3
2024
Q4 		$1.45M Buy
68,422
+8,221
+14% +$178K 1.44% 19
2024
Q3 		$1.38M Buy
+60,201
New +$1.35M 1.33% 22
2024
Q2 		– Sell
-44,255
Closed -$968K – 65
2024
Q1 		$968K Buy
44,255
+32,101
+264% +$719K 0.97% 26
2023
Q4 		$281K Sell
12,154
-2,791
-19% -$62.1K 0.3% 49
2023
Q3 		$326K Buy
14,945
+70
+0.5% +$1.56K 0.32% 48
2023
Q2 		$337K Buy
+14,875
New +$365K 0.32% 49

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 $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 $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
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return