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

Cambridge Investment Research 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
-27,401
Closed -$604K – 3865
2025
Q2 		$604K Sell
27,401
-53,121
-66% -$1.16M ﹤0.01% 2373
2025
Q1 		$1.77M Buy
80,522
+70,218
+681% +$1.51M 0.01% 1433
2024
Q4 		$219K Sell
10,304
-23,154
-69% -$502K ﹤0.01% 3116
2024
Q3 		$769K Buy
+33,458
New +$753K ﹤0.01% 2059

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 $760M AUM 29.29% 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 Investment Research Advisors's TUA Position: Q3 2025 in Review

Cambridge Investment Research Advisors sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q3 2025, closing a stake of 27,401 shares — an estimated $604K sold.

Cambridge Investment Research Advisors first reported a position in TUA in Q3 2024 and held it in 4 quarters. The position peaked at $1.77M in Q1 2025. 82 funds tracked by Wall St. Rank hold TUA as of Q3 2025.

  • Cambridge Investment Research Advisors reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q3 2025 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 27,401 Simplify Short Term Treasury Futures Strategy ETF shares in Q3 2025, an estimated $604K.
  • Cambridge Investment Research Advisors first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q3 2024 and held it in 4 quarters.
  • Cambridge Investment Research Advisors's Simplify Short Term Treasury Futures Strategy ETF position peaked at $1.77M in Q1 2025.
  • 82 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q3 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.