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
2026 Q2	$1.87M	Buy	91,700 +71,000	+343%	+$1.47M	﹤0.01%	6712
2026 Q1	$437K	Buy	20,700 +400	+2%	+$8.65K	﹤0.01%	9619
2025 Q4	$445K	Sell	20,300 -10,700	-35%	-$235K	﹤0.01%	9314
2025 Q3	$678K	Sell	31,000 -40,600	-57%	-$887K	﹤0.01%	8405
2025 Q2	$1.58M	Buy	71,600 +51,000	+248%	+$1.12M	﹤0.01%	6169
2025 Q1	$453K	Sell	20,600 -800	-4%	-$17.2K	﹤0.01%	8694
2024 Q4	$454K	Sell	21,400 -8,500	-28%	-$184K	﹤0.01%	8772
2024 Q3	$687K	Buy	29,900 +21,000	+236%	+$473K	﹤0.01%	7582
2024 Q2	$190K	Sell	8,900 -52,300	-85%	-$1.11M	﹤0.01%	10020
2024 Q1	$1.34M	Buy	61,200 +51,900	+558%	+$1.16M	﹤0.01%	6331
2023 Q4	$215K	Buy	+9,300	New	+$207K	﹤0.01%	9809

Other funds holding TUA

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

SFBLI

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

MAWAG

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

LAS

Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return

Citadel Advisors's TUA Position: Q2 2026 in Review

Citadel Advisors opened a new position in Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q2 2026: 139,754 shares worth $2.85M. The stake represents ﹤0.01% of the portfolio and ranks #5795 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in TUA as recently as Q3 2025.

Citadel Advisors first reported a position in TUA in Q1 2023 and has held it in 11 quarters since. The position peaked at $17.9M in Q2 2025. 87 funds tracked by Wall St. Rank hold TUA as of Q2 2026.

Citadel Advisors held 139,754 shares of Simplify Short Term Treasury Futures Strategy ETF worth $2.85M as of Q2 2026.
Simplify Short Term Treasury Futures Strategy ETF was a new Citadel Advisors position in Q2 2026.
Simplify Short Term Treasury Futures Strategy ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #5795 holding.
Citadel Advisors first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q1 2023 and has held it in 11 quarters since.
Citadel Advisors's Simplify Short Term Treasury Futures Strategy ETF position peaked at $17.9M in Q2 2025.
87 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.