Carson Wealth (CWM LLC)
TUA icon

Carson Wealth (CWM LLC)’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Carson Wealth (CWM LLC)’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
-48
Closed -$1K – 5312
2025
Q1 		$1K Hold
48
– – ﹤0.01% 5000
2024
Q4 		$1K Hold
48
– – ﹤0.01% 4823
2024
Q3 		$1K Hold
48
– – ﹤0.01% 4729
2024
Q2 		$1K Buy
+48
New +$1.02K ﹤0.01% 4501

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

Carson Wealth (CWM LLC)'s TUA Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q2 2025, closing a stake of 48 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in TUA in Q2 2024 and held it in 4 quarters. The position peaked at $1K in Q1 2025. 93 funds tracked by Wall St. Rank hold TUA as of Q2 2025.

  • Carson Wealth (CWM LLC) reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q2 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 48 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2025, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q2 2024 and held it in 4 quarters.
  • Carson Wealth (CWM LLC)'s Simplify Short Term Treasury Futures Strategy ETF position peaked at $1K in Q1 2025.
  • 93 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.