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Ethos Financial Group’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Ethos Financial Group’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
2025
Q3 		– Sell
-11,671
Closed -$257K – 528
2025
Q2 		$257K Sell
11,671
-13,095
-53% -$287K 0.02% 372
2025
Q1 		$544K Sell
24,766
-143,049
-85% -$3.07M 0.05% 219
2024
Q4 		$3.56M Buy
+167,815
New +$3.64M 0.46% 56

Other funds holding TUA

SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $697M AUM 29.98% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ethos Financial Group's TUA Position: Q3 2025 in Review

Ethos Financial Group sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q3 2025, closing a stake of 11,671 shares — an estimated $257K sold.

Ethos Financial Group first reported a position in TUA in Q4 2024 and held it in 3 quarters. The position peaked at $3.56M in Q4 2024. 82 funds tracked by Wall St. Rank hold TUA as of Q3 2025.

  • Ethos Financial Group reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q3 2025 after selling out during the quarter.
  • Ethos Financial Group sold 11,671 Simplify Short Term Treasury Futures Strategy ETF shares in Q3 2025, an estimated $257K.
  • Ethos Financial Group first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2024 and held it in 3 quarters.
  • Ethos Financial Group's Simplify Short Term Treasury Futures Strategy ETF position peaked at $3.56M in Q4 2024.
  • 82 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q3 2025.

Based on Ethos Financial Group's 13F filing for Q3 2025, filed 23 Oct 2025.