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

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 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

Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

LAS

Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

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. 87 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.
87 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.