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

Elevated Capital 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	$3.34M	Sell	163,300 -2,502	-2%	-$51.9K	0.92%	25
2026 Q1	$3.5M	Buy	165,802 +53,876	+48%	+$1.17M	0.88%	26
2025 Q4	$2.45M	Sell	111,926 -2,774	-2%	-$61K	0.57%	38
2025 Q3	$2.51M	Sell	114,700 -14,104	-11%	-$308K	0.62%	39
2025 Q2	$2.83M	Hold	128,804	–	–	0.79%	31
2025 Q1	$2.83M	Buy	128,804 +3,785	+3%	+$81.2K	0.79%	31
2024 Q4	$2.65M	Buy	125,019 +31,801	+34%	+$690K	0.72%	31
2024 Q3	$2.14M	Buy	93,218 +49,289	+112%	+$1.11M	0.57%	40
2024 Q2	$937K	Buy	+43,929	New	+$936K	0.26%	99

Other funds holding TUA

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

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 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

Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return

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

Elevated Capital Advisors's TUA Position: Q2 2026 in Review

Elevated Capital Advisors reduced its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 1.5% in Q2 2026, selling an estimated $51.9K and leaving 163,300 shares worth $3.34M. The position accounts for 0.92% of the portfolio, ranked #25.

Elevated Capital Advisors first reported a position in TUA in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.5M in Q1 2026. 87 funds tracked by Wall St. Rank hold TUA as of Q2 2026.

Elevated Capital Advisors held 163,300 shares of Simplify Short Term Treasury Futures Strategy ETF worth $3.34M as of Q2 2026.
Elevated Capital Advisors sold 2,502 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $51.9K.
Simplify Short Term Treasury Futures Strategy ETF made up 0.92% of Elevated Capital Advisors's portfolio in Q2 2026, its #25 holding.
Elevated Capital Advisors first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q2 2024 and has held it in 9 quarters since.
Elevated Capital Advisors's Simplify Short Term Treasury Futures Strategy ETF position peaked at $3.5M in Q1 2026.
87 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.