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

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

Encompass More Asset Management's TUA Position: Q2 2026 in Review

Encompass More Asset Management opened a new position in Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q2 2026: 426,294 shares worth $8.71M. The stake represents 1.27% of the portfolio and ranks #18 among its holdings. This is a return to the name: Encompass More Asset Management previously reported a position in TUA as recently as Q4 2025.

Encompass More Asset Management first reported a position in TUA in Q3 2025 and has held it in 3 quarters since. 87 funds tracked by Wall St. Rank hold TUA as of Q2 2026.

Encompass More Asset Management held 426,294 shares of Simplify Short Term Treasury Futures Strategy ETF worth $8.71M as of Q2 2026.
Simplify Short Term Treasury Futures Strategy ETF was a new Encompass More Asset Management position in Q2 2026.
Simplify Short Term Treasury Futures Strategy ETF made up 1.27% of Encompass More Asset Management's portfolio in Q2 2026, its #18 holding.
Encompass More Asset Management first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q3 2025 and has held it in 3 quarters since.
87 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2026.

Based on Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.