Evergreen Capital Management’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Evergreen Capital 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	$1.2M	Sell	56,780 -289,826	-84%	-$6.27M	0.03%	447
2025 Q4	$7.59M	Buy	346,606 +5,398	+2%	+$119K	0.17%	141
2025 Q3	$7.46M	Sell	341,208 -1,818	-0.5%	-$39.7K	0.18%	139
2025 Q2	$7.56M	Sell	343,026 -17,242	-5%	-$378K	0.23%	120
2025 Q1	$7.92M	Sell	360,268 -590	-0.2%	-$12.7K	0.27%	114
2024 Q4	$7.66M	Buy	360,858 +1,596	+0.4%	+$34.6K	0.25%	113
2024 Q3	$8.26M	Sell	359,262 -151,803	-30%	-$3.42M	0.28%	102
2024 Q2	$10.9M	Buy	+511,065	New	+$10.9M	0.39%	71

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

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

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

Evergreen Capital Management's TUA Position: Q1 2026 in Review

Evergreen Capital Management reduced its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 84% in Q1 2026, selling an estimated $6.27M and leaving 56,780 shares worth $1.2M. The position accounts for 0.03% of the portfolio, ranked #447.

Evergreen Capital Management first reported a position in TUA in Q2 2024 and has held it in 8 quarters since. The position peaked at $10.9M in Q2 2024. 82 funds tracked by Wall St. Rank hold TUA as of Q1 2026.

Evergreen Capital Management held 56,780 shares of Simplify Short Term Treasury Futures Strategy ETF worth $1.2M as of Q1 2026.
Evergreen Capital Management sold 289,826 Simplify Short Term Treasury Futures Strategy ETF shares in Q1 2026, an estimated $6.27M.
Simplify Short Term Treasury Futures Strategy ETF made up 0.03% of Evergreen Capital Management's portfolio in Q1 2026, its #447 holding.
Evergreen Capital Management first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q2 2024 and has held it in 8 quarters since.
Evergreen Capital Management's Simplify Short Term Treasury Futures Strategy ETF position peaked at $10.9M in Q2 2024.
82 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.