ECA
TUA icon

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
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
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

Elevated Capital Advisors's TUA Position: Q1 2026 in Review

Elevated Capital Advisors increased its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 48% in Q1 2026, buying an estimated $1.17M and bringing the position to 165,802 shares worth $3.5M. The position accounts for 0.88% of the portfolio, ranked #26.

Elevated Capital Advisors first reported a position in TUA in Q2 2024 and has held it in 8 quarters since. 82 funds tracked by Wall St. Rank hold TUA as of Q1 2026.

  • Elevated Capital Advisors held 165,802 shares of Simplify Short Term Treasury Futures Strategy ETF worth $3.5M as of Q1 2026.
  • Elevated Capital Advisors bought 53,876 Simplify Short Term Treasury Futures Strategy ETF shares in Q1 2026, an estimated $1.17M.
  • Simplify Short Term Treasury Futures Strategy ETF made up 0.88% of Elevated Capital Advisors's portfolio in Q1 2026, its #26 holding.
  • Elevated Capital Advisors first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q2 2024 and has held it in 8 quarters since.
  • 82 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.