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Cambridge Advisors’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Cambridge 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
2025
Q3 		– Sell
-30,579
Closed -$674K – 172
2025
Q2 		$674K Buy
30,579
+186
+0.6% +$4.08K 0.14% 96
2025
Q1 		$668K Sell
30,393
-4,559
-13% -$97.8K 0.15% 97
2024
Q4 		$742K Buy
34,952
+1,268
+4% +$27.5K 0.17% 92
2024
Q3 		$774K Buy
33,684
+3,492
+12% +$78.6K 0.17% 91
2024
Q2 		$644K Buy
30,192
+4,437
+17% +$94.5K 0.15% 99
2024
Q1 		$563K Buy
25,755
+5,253
+26% +$118K 0.13% 112
2023
Q4 		$475K Buy
+20,502
New +$456K 0.12% 117

Other funds holding TUA

SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $697M AUM 29.98% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Advisors's TUA Position: Q3 2025 in Review

Cambridge Advisors sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q3 2025, closing a stake of 30,579 shares — an estimated $674K sold.

Cambridge Advisors first reported a position in TUA in Q4 2023 and held it in 7 quarters. The position peaked at $774K in Q3 2024. 82 funds tracked by Wall St. Rank hold TUA as of Q3 2025.

  • Cambridge Advisors reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q3 2025 after selling out during the quarter.
  • Cambridge Advisors sold 30,579 Simplify Short Term Treasury Futures Strategy ETF shares in Q3 2025, an estimated $674K.
  • Cambridge Advisors first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2023 and held it in 7 quarters.
  • Cambridge Advisors's Simplify Short Term Treasury Futures Strategy ETF position peaked at $774K in Q3 2024.
  • 82 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q3 2025.

Based on Cambridge Advisors's 13F filing for Q3 2025, filed 15 Oct 2025.