Commonwealth Equity Services
TUA icon

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
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 		$7.86K 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
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

Commonwealth Equity Services's TUA Position: Q1 2026 in Review

Commonwealth Equity Services increased its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 5% in Q1 2026, buying an estimated $78.1K and bringing the position to 75,737 shares worth $1.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2202.

Commonwealth Equity Services first reported a position in TUA in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.58M in Q4 2022. 82 funds tracked by Wall St. Rank hold TUA as of Q1 2026.

  • Commonwealth Equity Services held 75,737 shares of Simplify Short Term Treasury Futures Strategy ETF worth $1.6M as of Q1 2026.
  • Commonwealth Equity Services bought 3,610 Simplify Short Term Treasury Futures Strategy ETF shares in Q1 2026, an estimated $78.1K.
  • Simplify Short Term Treasury Futures Strategy ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #2202 holding.
  • Commonwealth Equity Services first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2022 and has held it in 14 quarters since.
  • Commonwealth Equity Services's Simplify Short Term Treasury Futures Strategy ETF position peaked at $7.58M in Q4 2022.
  • 82 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.