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Copia Wealth Management’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Copia Wealth Management’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
2025
Q2 		– Sell
-121
Closed -$2.66K – 490
2025
Q1 		$2.66K Buy
+121
New +$2.6K ﹤0.01% 371

Other funds holding TUA

SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Copia Wealth Management's TUA Position: Q2 2025 in Review

Copia Wealth Management sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q2 2025, closing a stake of 121 shares — an estimated $2.66K sold.

Copia Wealth Management first reported a position in TUA in Q1 2025 and held it in 1 quarter. The position peaked at $2.66K in Q1 2025. 93 funds tracked by Wall St. Rank hold TUA as of Q2 2025.

  • Copia Wealth Management reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q2 2025 after selling out during the quarter.
  • Copia Wealth Management sold 121 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2025, an estimated $2.66K.
  • Copia Wealth Management first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q1 2025 and held it in 1 quarter.
  • Copia Wealth Management's Simplify Short Term Treasury Futures Strategy ETF position peaked at $2.66K in Q1 2025.
  • 93 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2025.

Based on Copia Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.