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B.O.S.S. Retirement Advisors’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

B.O.S.S. Retirement Advisors’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 		$2.85M Buy
139,720
+4,229
+3% +$87.8K 0.77% 28
2026
Q1 		$2.86M Sell
135,491
-8,849
-6% -$191K 0.87% 29
2025
Q4 		$3.16M Sell
144,340
-113,681
-44% -$2.5M 1% 27
2025
Q3 		$5.64M Sell
258,021
-8,014
-3% -$175K 1.35% 13
2025
Q2 		$5.86M Sell
266,035
-1,735
-0.6% -$38K 1.47% 14
2025
Q1 		$5.88M Buy
267,770
+78,048
+41% +$1.68M 1.71% 11
2024
Q4 		$4.03M Buy
189,722
+167,137
+740% +$3.62M 1.12% 21
2024
Q3 		$519K Buy
22,585
+11,445
+103% +$258K 0.1% 146
2024
Q2 		$237K Buy
+11,140
New +$237K 0.06% 157
2024
Q1 		– Sell
-41,933
Closed -$971K – 221
2023
Q4 		$971K Sell
41,933
-411
-1% -$9.14K 0.19% 154
2023
Q3 		$925K Buy
42,344
+1,857
+5% +$41.5K 0.2% 161
2023
Q2 		$918K Buy
+40,487
New +$994K 0.2% 163

Other funds holding TUA

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
PFM
Professional Financial Management Appleton, Wisconsin $98.6M AUM
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

B.O.S.S. Retirement Advisors's TUA Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors increased its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 3.1% in Q2 2026, buying an estimated $87.8K and bringing the position to 139,720 shares worth $2.85M. The position accounts for 0.77% of the portfolio, ranked #28.

B.O.S.S. Retirement Advisors first reported a position in TUA in Q2 2023 and has held it in 12 quarters since. The position peaked at $5.88M in Q1 2025. 26 funds tracked by Wall St. Rank hold TUA as of Q2 2026.

  • B.O.S.S. Retirement Advisors held 139,720 shares of Simplify Short Term Treasury Futures Strategy ETF worth $2.85M as of Q2 2026.
  • B.O.S.S. Retirement Advisors bought 4,229 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $87.8K.
  • Simplify Short Term Treasury Futures Strategy ETF made up 0.77% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #28 holding.
  • B.O.S.S. Retirement Advisors first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q2 2023 and has held it in 12 quarters since.
  • B.O.S.S. Retirement Advisors's Simplify Short Term Treasury Futures Strategy ETF position peaked at $5.88M in Q1 2025.
  • 26 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.