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COMPASS FINANCIAL MANAGEMENT LLC’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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
2026
Q2 		$4.06K Buy
+199
New +$4.13K ﹤0.01% 1217

Other funds holding TUA

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
G
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
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 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
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's TUA Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q2 2026: 199 shares worth $4.06K. The stake represents ﹤0.01% of the portfolio and ranks #1217 among its holdings.

69 funds tracked by Wall St. Rank hold TUA as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 199 shares of Simplify Short Term Treasury Futures Strategy ETF worth $4.06K as of Q2 2026.
  • Simplify Short Term Treasury Futures Strategy ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Simplify Short Term Treasury Futures Strategy ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1217 holding.
  • 69 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.