Fidelity Investments
TUA icon

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
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

SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return

Fidelity Investments's TUA Position: Q1 2025 in Review

Fidelity Investments sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q1 2025, closing a stake of 1 share — an estimated $21 sold.

Fidelity Investments first reported a position in TUA in Q3 2023 and held it in 5 quarters. The position peaked at $765 in Q1 2024. 88 funds tracked by Wall St. Rank hold TUA as of Q1 2025.

  • Fidelity Investments reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q1 2025 after selling out during the quarter.
  • Fidelity Investments sold 1 Simplify Short Term Treasury Futures Strategy ETF share in Q1 2025, an estimated $21.
  • Fidelity Investments first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q3 2023 and held it in 5 quarters.
  • Fidelity Investments's Simplify Short Term Treasury Futures Strategy ETF position peaked at $765 in Q1 2024.
  • 88 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q1 2025.

Based on Fidelity Investments's 13F filing for Q1 2025, filed 12 May 2025.