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Brookstone Capital Management’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Brookstone Capital Management’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
-12,634
Closed -$276K – 1233
2025
Q3 		$276K Sell
12,634
-6,136
-33% -$134K ﹤0.01% 1002
2025
Q2 		$413K Buy
+18,770
New +$411K 0.01% 802
2024
Q4 		– Sell
-12,118
Closed -$279K – 1057
2024
Q3 		$279K Buy
+12,118
New +$273K ﹤0.01% 863
2024
Q1 		– Sell
-14,397
Closed -$333K – 962
2023
Q4 		$333K Buy
+14,397
New +$320K 0.01% 678

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

Brookstone Capital Management's TUA Position: Q4 2025 in Review

Brookstone Capital Management sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q4 2025, closing a stake of 12,634 shares — an estimated $276K sold.

Brookstone Capital Management first reported a position in TUA in Q4 2023 and held it in 4 quarters. The position peaked at $413K in Q2 2025. 88 funds tracked by Wall St. Rank hold TUA as of Q4 2025.

  • Brookstone Capital Management reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Brookstone Capital Management sold 12,634 Simplify Short Term Treasury Futures Strategy ETF shares in Q4 2025, an estimated $276K.
  • Brookstone Capital Management first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2023 and held it in 4 quarters.
  • Brookstone Capital Management's Simplify Short Term Treasury Futures Strategy ETF position peaked at $413K in Q2 2025.
  • 88 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q4 2025.

Based on Brookstone Capital Management's 13F filing for Q4 2025, filed 15 Jan 2026.