EverSource Wealth Advisors
TUA icon

EverSource Wealth Advisors’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

EverSource Wealth Advisors’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
Q3 		$36.8K Buy
+1,932
New +$38.8K ﹤0.01% 1987

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Lloyd Advisory Services
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L.J. Altfest & Co
L.J. Altfest & Co New York $1.01B AUM 24.77% 1-Year Est. Return
GenTrust
GenTrust Miami, Florida $2.65B AUM 11.42% 1-Year Est. Return
Park Edge Advisors
Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Professional Financial Management
Professional Financial Management Appleton, Wisconsin $98.2M AUM 2.59% 1-Year Est. Return
LPL Financial
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Elevated Capital Advisors
Elevated Capital Advisors Sandy, Utah $300M AUM 10.49% 1-Year Est. Return

EverSource Wealth Advisors's TUA Position: Q3 2026 in Review

EverSource Wealth Advisors opened a new position in Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q3 2026: 1,932 shares worth $36.8K. The stake represents ﹤0.01% of the portfolio and ranks #1987 among its holdings.

50 funds tracked by Wall St. Rank hold TUA as of Q3 2026.

  • EverSource Wealth Advisors held 1,932 shares of Simplify Short Term Treasury Futures Strategy ETF worth $36.8K as of Q3 2026.
  • Simplify Short Term Treasury Futures Strategy ETF was a new EverSource Wealth Advisors position in Q3 2026.
  • Simplify Short Term Treasury Futures Strategy ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #1987 holding.
  • 50 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.