Financial Engines Advisors
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Financial Engines Advisors’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Financial Engines 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
2025
Q1 		– Sell
-28,489
Closed -$605K – 456
2024
Q4 		$605K Buy
+28,489
New +$618K ﹤0.01% 309

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HCM
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MAWAG
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AWM
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LJAC
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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

Financial Engines Advisors's TUA Position: Q1 2025 in Review

Financial Engines Advisors sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q1 2025, closing a stake of 28,489 shares — an estimated $605K sold.

Financial Engines Advisors first reported a position in TUA in Q4 2024 and held it in 1 quarter. The position peaked at $605K in Q4 2024. 88 funds tracked by Wall St. Rank hold TUA as of Q1 2025.

  • Financial Engines Advisors reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q1 2025 after selling out during the quarter.
  • Financial Engines Advisors sold 28,489 Simplify Short Term Treasury Futures Strategy ETF shares in Q1 2025, an estimated $605K.
  • Financial Engines Advisors first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2024 and held it in 1 quarter.
  • Financial Engines Advisors's Simplify Short Term Treasury Futures Strategy ETF position peaked at $605K in Q4 2024.
  • 88 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q1 2025.

Based on Financial Engines Advisors's 13F filing for Q1 2025, filed 12 May 2025.