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Colonial Trust’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Colonial Trust’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 		$42.2K Hold
2,000
– – 0.01% 557
2025
Q4 		$43.8K Hold
2,000
– – 0.01% 565
2025
Q3 		$43.7K Hold
2,000
– – 0.01% 571
2025
Q2 		$44.1K Hold
2,000
– – 0.01% 559
2025
Q1 		$43.9K Hold
2,000
– – 0.01% 566
2024
Q4 		$42.4K Hold
2,000
– – 0.01% 609
2024
Q3 		$46K Hold
2,000
– – 0.01% 563
2024
Q2 		$42.6K Hold
2,000
– – 0.01% 533
2024
Q1 		$43.7K Buy
+2,000
New +$44.8K 0.01% 531

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

Colonial Trust's TUA Position: Q1 2026 in Review

Colonial Trust held its Simplify Short Term Treasury Futures Strategy ETF (TUA) position steady in Q1 2026 at 2,000 shares worth $42.2K. The position accounts for 0.01% of the portfolio, ranked #557.

Colonial Trust first reported a position in TUA in Q1 2024 and has held it in 9 quarters since. The position peaked at $46K in Q3 2024. 82 funds tracked by Wall St. Rank hold TUA as of Q1 2026.

  • Colonial Trust held 2,000 shares of Simplify Short Term Treasury Futures Strategy ETF worth $42.2K as of Q1 2026.
  • Colonial Trust left its Simplify Short Term Treasury Futures Strategy ETF share count unchanged in Q1 2026.
  • Simplify Short Term Treasury Futures Strategy ETF made up 0.01% of Colonial Trust's portfolio in Q1 2026, its #557 holding.
  • Colonial Trust first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q1 2024 and has held it in 9 quarters since.
  • Colonial Trust's Simplify Short Term Treasury Futures Strategy ETF position peaked at $46K in Q3 2024.
  • 82 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q1 2026.

Based on Colonial Trust's 13F filing for Q1 2026, filed 12 May 2026.