Farther Finance Advisors’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Farther Finance 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	$150K	Sell	7,889 -15,145	-66%	-$304K	﹤0.01%	2531
2026 Q2	$470K	Buy	23,034 +2,107	+10%	+$43.7K	﹤0.01%	1605
2026 Q1	$441K	Sell	20,927 -15,537	-43%	-$336K	﹤0.01%	1494
2025 Q4	$799K	Sell	36,464 -3,418	-9%	-$75.1K	0.01%	1024
2025 Q3	$872K	Buy	39,882 +812	+2%	+$17.8K	0.01%	789
2025 Q2	$861K	Buy	39,070 +25,118	+180%	+$550K	0.02%	659
2025 Q1	$307K	Buy	+13,952	New	+$299K	0.01%	1026

Other funds holding TUA

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return

Farther Finance Advisors's TUA Position: Q3 2026 in Review

Farther Finance Advisors reduced its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 66% in Q3 2026, selling an estimated $304K and leaving 7,889 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #2531.

Farther Finance Advisors first reported a position in TUA in Q1 2025 and has held it in 7 quarters since. The position peaked at $872K in Q3 2025. 4 funds tracked by Wall St. Rank hold TUA as of Q3 2026.

Farther Finance Advisors held 7,889 shares of Simplify Short Term Treasury Futures Strategy ETF worth $150K as of Q3 2026.
Farther Finance Advisors sold 15,145 Simplify Short Term Treasury Futures Strategy ETF shares in Q3 2026, an estimated $304K.
Simplify Short Term Treasury Futures Strategy ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2531 holding.
Farther Finance Advisors first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q1 2025 and has held it in 7 quarters since.
Farther Finance Advisors's Simplify Short Term Treasury Futures Strategy ETF position peaked at $872K in Q3 2025.
4 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.