Encompass More Asset Management’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Encompass More Asset Management’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	$8.71M	Buy	+426,294	New	+$8.85M	1.27%	18
2026 Q1	–	Sell	-92,398	Closed	-$2.02M	–	301
2025 Q4	$2.02M	Buy	92,398 +2,461	+3%	+$54.1K	0.37%	61
2025 Q3	$1.97M	Buy	+89,937	New	+$1.97M	0.38%	64

Other funds holding TUA

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

Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

Professional Financial Management Appleton, Wisconsin $98.6M AUM

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return

Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM