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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
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% +$9.81K 0.17% 117
2024
Q4 		$273K Sell
12,855
-450
-3% -$9.76K 0.27% 96
2024
Q3 		$306K Buy
+13,305
New +$299K 0.3% 89

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

CWC Advisors's TUA Position: Q2 2026 in Review

CWC Advisors increased its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 0.47% in Q2 2026, buying an estimated $1.43K and bringing the position to 14,691 shares worth $300K. The position accounts for 0.13% of the portfolio, ranked #127.

CWC Advisors first reported a position in TUA in Q3 2024 and has held it in 8 quarters since. The position peaked at $354K in Q4 2025. 87 funds tracked by Wall St. Rank hold TUA as of Q2 2026.

  • CWC Advisors held 14,691 shares of Simplify Short Term Treasury Futures Strategy ETF worth $300K as of Q2 2026.
  • CWC Advisors bought 69 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $1.43K.
  • Simplify Short Term Treasury Futures Strategy ETF made up 0.13% of CWC Advisors's portfolio in Q2 2026, its #127 holding.
  • CWC Advisors first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q3 2024 and has held it in 8 quarters since.
  • CWC Advisors's Simplify Short Term Treasury Futures Strategy ETF position peaked at $354K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2026.

Based on CWC Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.