CWC Advisors’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

CWC Advisors’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 Q3	$227K	Sell	11,931 -2,760	-19%	-$55.4K	0.11%	147
2026 Q2	$300K	Buy	14,691 +69	+0.5%	+$1.43K	0.13%	127
2026 Q1	$309K	Sell	14,622 -1,526	-9%	-$33K	0.15%	119
2025 Q4	$354K	Buy	16,148 +380	+2%	+$8.35K	0.17%	117
2025 Q3	$345K	Buy	15,768 +1,385	+10%	+$30.3K	0.17%	116
2025 Q2	$317K	Buy	14,383 +1,071	+8%	+$23.5K	0.16%	115
2025 Q1	$292K	Buy	13,312 +457	+4%	+$9.8K	0.17%	117
2024 Q4	$273K	Sell	12,855 -450	-3%	-$9.8K	0.27%	96
2024 Q3	$306K	Buy	+13,305	New	+$299K	0.3%	89

Other funds holding TUA

Mid-American Wealth Advisory Group Kansas City, Missouri $287M AUM 4.11% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Lloyd Advisory Services Suwanee, Georgia $263M AUM 10.23% 1-Year Est. Return

L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return

GenTrust Miami, Florida $2.65B AUM 11.42% 1-Year Est. Return

Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Professional Financial Management Appleton, Wisconsin $98.2M AUM 2.59% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return

CWC Advisors's TUA Position: Q3 2026 in Review

CWC Advisors reduced its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 19% in Q3 2026, selling an estimated $55.4K and leaving 11,931 shares worth $227K. The position accounts for 0.11% of the portfolio, ranked #147.

CWC Advisors first reported a position in TUA in Q3 2024 and has held it in 9 quarters since. The position peaked at $354K in Q4 2025. 48 funds tracked by Wall St. Rank hold TUA as of Q3 2026.

CWC Advisors held 11,931 shares of Simplify Short Term Treasury Futures Strategy ETF worth $227K as of Q3 2026.
CWC Advisors sold 2,760 Simplify Short Term Treasury Futures Strategy ETF shares in Q3 2026, an estimated $55.4K.
Simplify Short Term Treasury Futures Strategy ETF made up 0.11% of CWC Advisors's portfolio in Q3 2026, its #147 holding.
CWC Advisors first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q3 2024 and has held it in 9 quarters since.
CWC Advisors's Simplify Short Term Treasury Futures Strategy ETF position peaked at $354K in Q4 2025.
48 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q3 2026.

Based on CWC Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.