EWM
TUA icon

Evolution Wealth Management’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Evolution Wealth 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 		$336K Sell
16,426
-1,682
-9% -$34.9K 0.2% 85
2026
Q1 		$382K Sell
18,108
-871
-5% -$18.8K 0.28% 65
2025
Q4 		$416K Buy
18,979
+4,424
+30% +$97.2K 0.34% 54
2025
Q3 		$318K Buy
14,555
+9,452
+185% +$207K 0.33% 65
2025
Q2 		$112K Buy
+5,103
New +$112K 0.14% 111

Other funds holding TUA

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
G
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
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
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
AA
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

Evolution Wealth Management's TUA Position: Q2 2026 in Review

Evolution Wealth Management reduced its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 9.3% in Q2 2026, selling an estimated $34.9K and leaving 16,426 shares worth $336K. The position accounts for 0.2% of the portfolio, ranked #85.

Evolution Wealth Management first reported a position in TUA in Q2 2025 and has held it in 5 quarters since. The position peaked at $416K in Q4 2025. 87 funds tracked by Wall St. Rank hold TUA as of Q2 2026.

  • Evolution Wealth Management held 16,426 shares of Simplify Short Term Treasury Futures Strategy ETF worth $336K as of Q2 2026.
  • Evolution Wealth Management sold 1,682 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $34.9K.
  • Simplify Short Term Treasury Futures Strategy ETF made up 0.2% of Evolution Wealth Management's portfolio in Q2 2026, its #85 holding.
  • Evolution Wealth Management first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q2 2025 and has held it in 5 quarters since.
  • Evolution Wealth Management's Simplify Short Term Treasury Futures Strategy ETF position peaked at $416K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.