CT
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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
Q2 		– Sell
-2,000
Closed -$42.2K – 1185
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
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 $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
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
AA
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

Colonial Trust's TUA Position: Q2 2026 in Review

Colonial Trust sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q2 2026, closing a stake of 2,000 shares — an estimated $42.2K sold.

Colonial Trust first reported a position in TUA in Q1 2024 and held it in 9 quarters. The position peaked at $46K in Q3 2024. 87 funds tracked by Wall St. Rank hold TUA as of Q2 2026.

  • Colonial Trust reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q2 2026 after selling out during the quarter.
  • Colonial Trust sold 2,000 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $42.2K.
  • Colonial Trust first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q1 2024 and held it in 9 quarters.
  • Colonial Trust's Simplify Short Term Treasury Futures Strategy ETF position peaked at $46K in Q3 2024.
  • 87 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.