Citadel Advisors
TUA icon

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

Citadel 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
Q4 		– Sell
-117,300
Closed -$2.58M – 14106
2025
Q3 		$2.57M Sell
117,300
-696,447
-86% -$15.2M ﹤0.01% 5581
2025
Q2 		$17.9M Buy
813,747
+608,811
+297% +$13.3M ﹤0.01% 2277
2025
Q1 		$4.5M Sell
204,936
-374,327
-65% -$8.03M ﹤0.01% 4047
2024
Q4 		$12.3M Buy
579,263
+410,732
+244% +$8.91M ﹤0.01% 2718
2024
Q3 		$3.87M Buy
168,531
+120,756
+253% +$2.72M ﹤0.01% 4358
2024
Q2 		$1.02M Sell
47,775
-578,809
-92% -$12.3M ﹤0.01% 6540
2024
Q1 		$13.7M Buy
626,584
+591,955
+1,709% +$13.3M ﹤0.01% 2514
2023
Q4 		$802K Sell
34,629
-82,830
-71% -$1.84M ﹤0.01% 7128
2023
Q3 		$2.57M Buy
+117,459
New +$2.63M ﹤0.01% 4773
2023
Q2 		– Sell
-35,987
Closed -$913K – 15258
2023
Q1 		$913K Buy
+35,987
New +$894K ﹤0.01% 6977

Other funds holding TUA

SAM
Simplify Asset Management Las Vegas, Nevada $6.52B AUM 10.69% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $237M AUM 2.06% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return