Commonwealth Equity Services’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Commonwealth Equity Services’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	$369K	Sell	18,065 -57,672	-76%	-$1.2M	﹤0.01%	3582
2026 Q1	$1.6M	Buy	75,737 +3,610	+5%	+$78.1K	﹤0.01%	2202
2025 Q4	$1.58M	Sell	72,127 -1,832	-2%	-$40.3K	﹤0.01%	2177
2025 Q3	$1.62M	Sell	73,959 -5,686	-7%	-$124K	﹤0.01%	2183
2025 Q2	$1.75M	Buy	79,645 +37,367	+88%	+$819K	﹤0.01%	2095
2025 Q1	$929K	Sell	42,278 -3,018	-7%	-$64.8K	﹤0.01%	2513
2024 Q4	$961K	Sell	45,296 -151,102	-77%	-$3.28M	﹤0.01%	2424
2024 Q3	$4.51M	Buy	196,398 +4,285	+2%	+$96.4K	0.01%	1288
2024 Q2	$4.1M	Buy	192,113 +4,436	+2%	+$94.5K	0.01%	1307
2024 Q1	$4.11M	Sell	187,677 -1,276	-0.7%	-$28.6K	0.01%	1305
2023 Q4	$4.37M	Buy	188,953 +12,059	+7%	+$268K	0.01%	1186
2023 Q3	$3.86M	Sell	176,894 -17,039	-9%	-$381K	0.01%	1170
2023 Q2	$4.4M	Sell	193,933 -115,944	-37%	-$2.85M	0.01%	1114
2023 Q1	$7.86M	Buy	309,877 +4,246	+1%	+$105K	0.02%	786
2022 Q4	$7.58M	Buy	+305,631	New	+$7.66M	0.02%	758

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

Commonwealth Equity Services's TUA Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 76% in Q2 2026, selling an estimated $1.2M and leaving 18,065 shares worth $369K. The position accounts for ﹤0.01% of the portfolio, ranked #3582.

Commonwealth Equity Services first reported a position in TUA in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.86M in Q1 2023. 87 funds tracked by Wall St. Rank hold TUA as of Q2 2026.

Commonwealth Equity Services held 18,065 shares of Simplify Short Term Treasury Futures Strategy ETF worth $369K as of Q2 2026.
Commonwealth Equity Services sold 57,672 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $1.2M.
Simplify Short Term Treasury Futures Strategy ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3582 holding.
Commonwealth Equity Services first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2022 and has held it in 15 quarters since.
Commonwealth Equity Services's Simplify Short Term Treasury Futures Strategy ETF position peaked at $7.86M in Q1 2023.
87 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.