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Capstone Wealth Management Group (Pennsylvania)’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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 		– Sell
-151,560
Closed -$3.33M – 72
2025
Q1 		$3.33M Buy
+151,560
New +$3.25M 1.9% 14

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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

Capstone Wealth Management Group (Pennsylvania)'s TUA Position: Q2 2025 in Review

Capstone Wealth Management Group (Pennsylvania) sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q2 2025, closing a stake of 151,560 shares — an estimated $3.33M sold.

Capstone Wealth Management Group (Pennsylvania) first reported a position in TUA in Q1 2025 and held it in 1 quarter. The position peaked at $3.33M in Q1 2025. 93 funds tracked by Wall St. Rank hold TUA as of Q2 2025.

  • Capstone Wealth Management Group (Pennsylvania) reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q2 2025 after selling out during the quarter.
  • Capstone Wealth Management Group (Pennsylvania) sold 151,560 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2025, an estimated $3.33M.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q1 2025 and held it in 1 quarter.
  • Capstone Wealth Management Group (Pennsylvania)'s Simplify Short Term Treasury Futures Strategy ETF position peaked at $3.33M in Q1 2025.
  • 93 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2025.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2025, filed 23 Jul 2025.