Envestnet Asset Management
TUA icon

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

Envestnet 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
Q1 		– Sell
-26,381
Closed -$578K – 4820
2025
Q4 		$578K Buy
26,381
+2,549
+11% +$56K ﹤0.01% 3608
2025
Q3 		$521K Buy
23,832
+1,258
+6% +$27.5K ﹤0.01% 3731
2025
Q2 		$497K Buy
+22,574
New +$495K ﹤0.01% 3689
2024
Q3 		– Sell
-184,299
Closed -$3.93M – 4320
2024
Q2 		$3.93M Buy
184,299
+3,578
+2% +$76.2K ﹤0.01% 2190
2024
Q1 		$3.95M Sell
180,721
-65,571
-27% -$1.47M ﹤0.01% 2137
2023
Q4 		$5.7M Buy
+246,292
New +$5.48M ﹤0.01% 1804
2023
Q1 		– Sell
-9,344
Closed -$232K – 4111
2022
Q4 		$232K Buy
+9,344
New +$234K ﹤0.01% 3597

Other funds holding TUA

SAM
Simplify Asset Management Las Vegas, Nevada $6.49B AUM 10.69% 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 $338M 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 $237M AUM 2.06% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.69B AUM 19.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return