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

Capital A Wealth 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
Q2 		$463 Sell
20
-1,785
-99% -$39.1K 0.01% 395
2025
Q1 		$39.7K Sell
1,805
-2,221
-55% -$47.7K 0.04% 170
2024
Q4 		$85.4K Buy
+4,026
New +$87.3K 0.14% 119

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
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Capital A Wealth Management's TUA Position: Q2 2025 in Review

Capital A Wealth Management reduced its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 99% in Q2 2025, selling an estimated $39.1K and leaving 20 shares worth $463. The position accounts for 0.01% of the portfolio, ranked #395.

Capital A Wealth Management first reported a position in TUA in Q4 2024 and has held it in 3 quarters since. The position peaked at $85.4K in Q4 2024. 93 funds tracked by Wall St. Rank hold TUA as of Q2 2025.

  • Capital A Wealth Management held 20 shares of Simplify Short Term Treasury Futures Strategy ETF worth $463 as of Q2 2025.
  • Capital A Wealth Management sold 1,785 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2025, an estimated $39.1K.
  • Simplify Short Term Treasury Futures Strategy ETF made up 0.01% of Capital A Wealth Management's portfolio in Q2 2025, its #395 holding.
  • Capital A Wealth Management first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's Simplify Short Term Treasury Futures Strategy ETF position peaked at $85.4K in Q4 2024.
  • 93 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.