AWA
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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
Q2 		$5.37M Buy
262,798
+13,733
+6% +$285K 3.43% 9
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
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return

Authentikos Wealth Advisory's TUA Position: Q2 2026 in Review

Authentikos Wealth Advisory increased its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 5.5% in Q2 2026, buying an estimated $285K and bringing the position to 262,798 shares worth $5.37M. The position accounts for 3.43% of the portfolio, ranked #9.

Authentikos Wealth Advisory first reported a position in TUA in Q2 2023 and has held it in 12 quarters since. The position peaked at $9.06M in Q2 2025. 87 funds tracked by Wall St. Rank hold TUA as of Q2 2026.

  • Authentikos Wealth Advisory held 262,798 shares of Simplify Short Term Treasury Futures Strategy ETF worth $5.37M as of Q2 2026.
  • Authentikos Wealth Advisory bought 13,733 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $285K.
  • Simplify Short Term Treasury Futures Strategy ETF made up 3.43% of Authentikos Wealth Advisory's portfolio in Q2 2026, its #9 holding.
  • Authentikos Wealth Advisory first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q2 2023 and has held it in 12 quarters since.
  • Authentikos Wealth Advisory's Simplify Short Term Treasury Futures Strategy ETF position peaked at $9.06M in Q2 2025.
  • 87 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2026.

Based on Authentikos Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.