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Financial Enhancement Group’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Financial Enhancement Group’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 		$17.3M Buy
844,724
+211,072
+33% +$4.38M 2.06% 16
2026
Q1 		$13.5M Buy
633,652
+224,173
+55% +$4.85M 1.67% 19
2025
Q4 		$8.88M Buy
+409,479
New +$9M 1.15% 32
2025
Q1 		– Sell
-1,013,970
Closed -$21.2M – 127
2024
Q4 		$21.2M Buy
+1,013,970
New +$22M 3.25% 7
2024
Q3 		– Sell
-1,348,110
Closed -$30.1M – 144
2024
Q2 		$30.1M Buy
1,348,110
+15,565
+1% +$332K 4.86% 3
2024
Q1 		$28.4M Buy
+1,332,545
New +$29.8M 4.66% 3
2023
Q4 		– Sell
-628,011
Closed -$13.7M – 126
2023
Q3 		$13.7M Buy
628,011
+497
+0.1% +$11.1K 2.63% 6
2023
Q2 		$14.1M Buy
+627,514
New +$15.4M 2.61% 8

Other funds holding TUA

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
PFM
Professional Financial Management Appleton, Wisconsin $98.6M AUM
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM

Financial Enhancement Group's TUA Position: Q2 2026 in Review

Financial Enhancement Group increased its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 33% in Q2 2026, buying an estimated $4.38M and bringing the position to 844,724 shares worth $17.3M. The position accounts for 2.06% of the portfolio, ranked #16.

Financial Enhancement Group first reported a position in TUA in Q2 2023 and has held it in 8 quarters since. The position peaked at $30.1M in Q2 2024. 15 funds tracked by Wall St. Rank hold TUA as of Q2 2026.

  • Financial Enhancement Group held 844,724 shares of Simplify Short Term Treasury Futures Strategy ETF worth $17.3M as of Q2 2026.
  • Financial Enhancement Group bought 211,072 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $4.38M.
  • Simplify Short Term Treasury Futures Strategy ETF made up 2.06% of Financial Enhancement Group's portfolio in Q2 2026, its #16 holding.
  • Financial Enhancement Group first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q2 2023 and has held it in 8 quarters since.
  • Financial Enhancement Group's Simplify Short Term Treasury Futures Strategy ETF position peaked at $30.1M in Q2 2024.
  • 15 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2026.

Based on Financial Enhancement Group's 13F filing for Q2 2026, filed 7 Jul 2026.