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Cumberland Partners’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Cumberland Partners’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 		$404K Sell
19,168
-246,627
-93% -$5.34M 0.03% 147
2025
Q4 		$5.82M Buy
265,795
+48,015
+22% +$1.06M 0.36% 55
2025
Q3 		$4.77M Buy
217,780
+10,977
+5% +$240K 0.31% 65
2025
Q2 		$4.55M Buy
206,803
+671
+0.3% +$14.7K 0.32% 60
2025
Q1 		$4.52M Buy
206,132
+7,750
+4% +$166K 0.35% 58
2024
Q4 		$4.21M Buy
198,382
+14,277
+8% +$310K 0.29% 58
2024
Q3 		$4.24M Buy
184,105
+60,169
+49% +$1.35M 0.29% 66
2024
Q2 		$2.64M Sell
123,936
-101
-0.1% -$2.15K 0.19% 79
2024
Q1 		$2.71M Buy
124,037
+54,037
+77% +$1.21M 0.2% 82
2023
Q4 		$1.62M Buy
+70,000
New +$1.56M 0.15% 101

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

Cumberland Partners's TUA Position: Q1 2026 in Review

Cumberland Partners reduced its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 93% in Q1 2026, selling an estimated $5.34M and leaving 19,168 shares worth $404K. The position accounts for 0.03% of the portfolio, ranked #147.

Cumberland Partners first reported a position in TUA in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.82M in Q4 2025. 82 funds tracked by Wall St. Rank hold TUA as of Q1 2026.

  • Cumberland Partners held 19,168 shares of Simplify Short Term Treasury Futures Strategy ETF worth $404K as of Q1 2026.
  • Cumberland Partners sold 246,627 Simplify Short Term Treasury Futures Strategy ETF shares in Q1 2026, an estimated $5.34M.
  • Simplify Short Term Treasury Futures Strategy ETF made up 0.03% of Cumberland Partners's portfolio in Q1 2026, its #147 holding.
  • Cumberland Partners first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2023 and has held it in 10 quarters since.
  • Cumberland Partners's Simplify Short Term Treasury Futures Strategy ETF position peaked at $5.82M in Q4 2025.
  • 82 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q1 2026.

Based on Cumberland Partners's 13F filing for Q1 2026, filed 14 May 2026.