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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
Q2 		$393K Buy
19,232
+64
+0.3% +$1.33K 0.03% 140
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
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

Cumberland Partners's TUA Position: Q2 2026 in Review

Cumberland Partners increased its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 0.33% in Q2 2026, buying an estimated $1.33K and bringing the position to 19,232 shares worth $393K. The position accounts for 0.03% of the portfolio, ranked #140.

Cumberland Partners first reported a position in TUA in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.82M in Q4 2025. 87 funds tracked by Wall St. Rank hold TUA as of Q2 2026.

  • Cumberland Partners held 19,232 shares of Simplify Short Term Treasury Futures Strategy ETF worth $393K as of Q2 2026.
  • Cumberland Partners bought 64 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $1.33K.
  • Simplify Short Term Treasury Futures Strategy ETF made up 0.03% of Cumberland Partners's portfolio in Q2 2026, its #140 holding.
  • Cumberland Partners first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2023 and has held it in 11 quarters since.
  • Cumberland Partners's Simplify Short Term Treasury Futures Strategy ETF position peaked at $5.82M in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2026.

Based on Cumberland Partners's 13F filing for Q2 2026, filed 6 Aug 2026.