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Clarity Financial’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Clarity Financial’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
Q1 		$212K Sell
10,030
-3,250
-24% -$70.3K 0.02% 109
2025
Q4 		$291K Buy
+13,280
New +$292K 0.03% 92

Other funds holding TUA

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 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 $277M AUM 6.22% 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

Clarity Financial's TUA Position: Q1 2026 in Review

Clarity Financial reduced its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 24% in Q1 2026, selling an estimated $70.3K and leaving 10,030 shares worth $212K. The position accounts for 0.02% of the portfolio, ranked #109.

Clarity Financial first reported a position in TUA in Q4 2025 and has held it in 2 quarters since. The position peaked at $291K in Q4 2025. 82 funds tracked by Wall St. Rank hold TUA as of Q1 2026.

  • Clarity Financial held 10,030 shares of Simplify Short Term Treasury Futures Strategy ETF worth $212K as of Q1 2026.
  • Clarity Financial sold 3,250 Simplify Short Term Treasury Futures Strategy ETF shares in Q1 2026, an estimated $70.3K.
  • Simplify Short Term Treasury Futures Strategy ETF made up 0.02% of Clarity Financial's portfolio in Q1 2026, its #109 holding.
  • Clarity Financial first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2025 and has held it in 2 quarters since.
  • Clarity Financial's Simplify Short Term Treasury Futures Strategy ETF position peaked at $291K in Q4 2025.
  • 82 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q1 2026.

Based on Clarity Financial's 13F filing for Q1 2026, filed 4 May 2026.