BFG
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Broussard Financial Group’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Broussard Financial Group’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 		$7.14M Sell
349,430
-22,820
-6% -$474K 5.72% 7
2026
Q1 		$7.85M Buy
372,250
+26,108
+8% +$565K 6.28% 7
2025
Q4 		$7.58M Buy
+346,142
New +$7.61M 6.15% 6

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 $103B AUM 28.65% 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

Broussard Financial Group's TUA Position: Q2 2026 in Review

Broussard Financial Group reduced its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 6.1% in Q2 2026, selling an estimated $474K and leaving 349,430 shares worth $7.14M. The position accounts for 5.72% of the portfolio, ranked #7.

Broussard Financial Group first reported a position in TUA in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.85M in Q1 2026. 87 funds tracked by Wall St. Rank hold TUA as of Q2 2026.

  • Broussard Financial Group held 349,430 shares of Simplify Short Term Treasury Futures Strategy ETF worth $7.14M as of Q2 2026.
  • Broussard Financial Group sold 22,820 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $474K.
  • Simplify Short Term Treasury Futures Strategy ETF made up 5.72% of Broussard Financial Group's portfolio in Q2 2026, its #7 holding.
  • Broussard Financial Group first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2025 and has held it in 3 quarters since.
  • Broussard Financial Group's Simplify Short Term Treasury Futures Strategy ETF position peaked at $7.85M in Q1 2026.
  • 87 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2026.

Based on Broussard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.