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 Q2	$899K	Sell	44,036 -12,744	-22%	-$265K	0.02%	592
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

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

Evergreen Capital Management's TUA Position: Q2 2026 in Review

Evergreen Capital Management reduced its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 22% in Q2 2026, selling an estimated $265K and leaving 44,036 shares worth $899K. The position accounts for 0.02% of the portfolio, ranked #592.

Evergreen Capital Management first reported a position in TUA in Q2 2024 and has held it in 9 quarters since. The position peaked at $10.9M in Q2 2024. 87 funds tracked by Wall St. Rank hold TUA as of Q2 2026.

Evergreen Capital Management held 44,036 shares of Simplify Short Term Treasury Futures Strategy ETF worth $899K as of Q2 2026.
Evergreen Capital Management sold 12,744 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $265K.
Simplify Short Term Treasury Futures Strategy ETF made up 0.02% of Evergreen Capital Management's portfolio in Q2 2026, its #592 holding.
Evergreen Capital Management first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q2 2024 and has held it in 9 quarters since.
Evergreen Capital Management's Simplify Short Term Treasury Futures Strategy ETF position peaked at $10.9M in Q2 2024.
87 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.