Fidelity Investments
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Fidelity Investments’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Fidelity Investments’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 		$5.51K Buy
+270
New +$5.61K ﹤0.01% 4999
2025
Q1 		– Sell
-1
Closed -$21 – 5677
2024
Q4 		$21 Sell
1
-1
-50% -$22 ﹤0.01% 5367
2024
Q3 		$46 Buy
2
+1
+100% +$23 ﹤0.01% 5211
2024
Q2 		$21 Sell
1
-34
-97% -$724 ﹤0.01% 5199
2024
Q1 		$765 Buy
+35
New +$784 ﹤0.01% 4809
2023
Q4 		– Sell
-2
Closed -$44 – 5657
2023
Q3 		$44 Buy
+2
New +$45 ﹤0.01% 4957

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

Fidelity Investments's TUA Position: Q2 2026 in Review

Fidelity Investments opened a new position in Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q2 2026: 270 shares worth $5.51K. The stake represents ﹤0.01% of the portfolio and ranks #4999 among its holdings. This is a return to the name: Fidelity Investments previously reported a position in TUA as recently as Q4 2024.

Fidelity Investments first reported a position in TUA in Q3 2023 and has held it in 6 quarters since. 87 funds tracked by Wall St. Rank hold TUA as of Q2 2026.

  • Fidelity Investments held 270 shares of Simplify Short Term Treasury Futures Strategy ETF worth $5.51K as of Q2 2026.
  • Simplify Short Term Treasury Futures Strategy ETF was a new Fidelity Investments position in Q2 2026.
  • Simplify Short Term Treasury Futures Strategy ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4999 holding.
  • Fidelity Investments first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q3 2023 and has held it in 6 quarters since.
  • 87 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.