Bank of Montreal
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Bank of Montreal’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Bank of Montreal’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
-3,603
Closed -$78.9K – 4030
2025
Q4 		$78.9K Buy
3,603
+657
+22% +$14.4K ﹤0.01% 3100
2025
Q3 		$64.4K Buy
2,946
+183
+7% +$4K ﹤0.01% 3064
2025
Q2 		$60.9K Buy
2,763
+305
+12% +$6.68K ﹤0.01% 3104
2025
Q1 		$54K Buy
+2,458
New +$52.8K ﹤0.01% 3052

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 $103B AUM 28.65% 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 $445B AUM 25.58% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Bank of Montreal's TUA Position: Q1 2026 in Review

Bank of Montreal sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q1 2026, closing a stake of 3,603 shares — an estimated $78.9K sold.

Bank of Montreal first reported a position in TUA in Q1 2025 and held it in 4 quarters. The position peaked at $78.9K in Q4 2025. 83 funds tracked by Wall St. Rank hold TUA as of Q1 2026.

  • Bank of Montreal reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • Bank of Montreal sold 3,603 Simplify Short Term Treasury Futures Strategy ETF shares in Q1 2026, an estimated $78.9K.
  • Bank of Montreal first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q1 2025 and held it in 4 quarters.
  • Bank of Montreal's Simplify Short Term Treasury Futures Strategy ETF position peaked at $78.9K in Q4 2025.
  • 83 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.