EH
TUA icon

Equitable Holdings’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Equitable Holdings’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 		$570K Buy
26,035
+27
+0.1% +$584 ﹤0.01% 1197
2025
Q4 		$570K Buy
+26,008
New +$572K ﹤0.01% 1063

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

Equitable Holdings's TUA Position: Q1 2026 in Review

Equitable Holdings increased its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 0.1% in Q1 2026, buying an estimated $584 and bringing the position to 26,035 shares worth $570K. The position accounts for ﹤0.01% of the portfolio, ranked #1197.

Equitable Holdings first reported a position in TUA in Q4 2025 and has held it in 2 quarters since. 82 funds tracked by Wall St. Rank hold TUA as of Q1 2026.

  • Equitable Holdings held 26,035 shares of Simplify Short Term Treasury Futures Strategy ETF worth $570K as of Q1 2026.
  • Equitable Holdings bought 27 Simplify Short Term Treasury Futures Strategy ETF shares in Q1 2026, an estimated $584.
  • Simplify Short Term Treasury Futures Strategy ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1197 holding.
  • Equitable Holdings first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2025 and has held it in 2 quarters since.
  • 82 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.